WA

Wealth Architects Portfolio holdings

AUM $984M
1-Year Est. Return 14.42%
This Quarter Est. Return
1 Year Est. Return
+14.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$1.05M
3
+$848K
4
AAPL icon
Apple
AAPL
+$751K
5
HPE icon
Hewlett Packard
HPE
+$694K

Top Sells

1
+$642K
2
+$513K
3
+$494K
4
CDNS icon
Cadence Design Systems
CDNS
+$401K
5
VUG icon
Vanguard Growth ETF
VUG
+$309K

Sector Composition

1 Technology 10.1%
2 Communication Services 3.41%
3 Industrials 3.01%
4 Healthcare 2.74%
5 Financials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$563K 0.28%
7,055
+301
52
$550K 0.27%
9,443
53
$545K 0.27%
18,840
+1,800
54
$545K 0.27%
6,865
-394
55
$521K 0.26%
13,720
+20
56
$520K 0.26%
14,235
-125
57
$517K 0.26%
19,026
-527
58
$513K 0.25%
7,454
-400
59
$509K 0.25%
11,016
-336
60
$496K 0.25%
5,639
61
$459K 0.23%
7,584
62
$437K 0.22%
6,794
+2
63
$433K 0.21%
6,492
+192
64
$414K 0.2%
10,640
-360
65
$395K 0.2%
+3,899
66
$392K 0.19%
15,068
-273
67
$388K 0.19%
4,132
-254
68
$388K 0.19%
12,669
-9
69
$388K 0.19%
24,240
+10,455
70
$384K 0.19%
3,195
71
$380K 0.19%
3,234
-862
72
$374K 0.18%
2,588
-130
73
$374K 0.18%
1,473
-300
74
$372K 0.18%
8,658
-400
75
$368K 0.18%
5,277
-10
1 2
3
4 5