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
$305M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$1.83M
3
+$1.49M
4
AAPL icon
Apple
AAPL
+$1.46M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$605K

Top Sells

1
+$978K
2
+$359K
3
+$331K
4
VMW
VMware, Inc
VMW
+$297K
5
VV icon
Vanguard Large-Cap ETF
VV
+$279K

Sector Composition

1 Communication Services 6.55%
2 Technology 4.91%
3 Financials 3.18%
4 Healthcare 2.39%
5 Industrials 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$629K 0.21%
5,953
52
$613K 0.2%
3,497
-203
53
$613K 0.2%
11,582
-15
54
$611K 0.2%
6,323
-158
55
$605K 0.2%
+5,992
56
$599K 0.2%
28,511
-810
57
$585K 0.19%
10,895
-863
58
$578K 0.19%
9,525
-1,294
59
$568K 0.19%
10,780
-520
60
$552K 0.18%
9,675
-20
61
$543K 0.18%
6,490
-458
62
$524K 0.17%
7,458
+940
63
$504K 0.17%
1,461
-11
64
$495K 0.16%
3,195
65
$473K 0.16%
5,897
-770
66
$450K 0.15%
5,261
+912
67
$441K 0.14%
+7,461
68
$426K 0.14%
6,594
-107
69
$425K 0.14%
6,346
-52
70
$423K 0.14%
9,225
-44
71
$414K 0.14%
4,509
+88
72
$410K 0.13%
13,478
+3,654
73
$401K 0.13%
2,628
+437
74
$401K 0.13%
5,947
-38
75
$393K 0.13%
2,492
-32
1 2
3
4 5