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
$302M
AUM Growth
-$2.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.93M
3
+$1.33M
4
AAPL icon
Apple
AAPL
+$1.25M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$792K

Top Sells

1
+$2.16M
2
+$1.14M
3
+$605K
4
VMW
VMware, Inc
VMW
+$494K
5
VV icon
Vanguard Large-Cap ETF
VV
+$427K

Sector Composition

1 Communication Services 6.01%
2 Technology 5.09%
3 Financials 3.12%
4 Healthcare 2.37%
5 Consumer Discretionary 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$563K 0.19%
7,220
-1,495
52
$539K 0.18%
10,367
-528
53
$528K 0.17%
10,180
-600
54
$516K 0.17%
10,786
-796
55
$499K 0.17%
3,239
+44
56
$495K 0.16%
1,450
-11
57
$492K 0.16%
9,391
-134
58
$471K 0.16%
7,853
-1,822
59
$465K 0.15%
6,670
-788
60
$465K 0.15%
3,416
+500
61
$433K 0.14%
5,000
62
$431K 0.14%
3,556
63
$429K 0.14%
6,595
+1
64
$404K 0.13%
4,892
-369
65
$403K 0.13%
4,262
-2,061
66
$399K 0.13%
13,300
-178
67
$391K 0.13%
22,313
-164
68
$389K 0.13%
6,148
69
$384K 0.13%
8,385
-6,094
70
$377K 0.12%
4,756
-1,141
71
$370K 0.12%
2,508
+16
72
$366K 0.12%
6,346
73
$361K 0.12%
+1,496
74
$348K 0.12%
5,364
-583
75
$340K 0.11%
1,036
-2
1 2
3
4 5