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
$357M
AUM Growth
+$68.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$2.8M
3
+$1.65M
4
ROKU icon
Roku
ROKU
+$1.64M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.41M

Top Sells

1
+$2.16M
2
+$1.93M
3
+$1.33M
4
AAPL icon
Apple
AAPL
+$1.11M
5
TSLA icon
Tesla
TSLA
+$1.09M

Sector Composition

1 Technology 6.63%
2 Communication Services 6.33%
3 Consumer Discretionary 3.01%
4 Healthcare 2.71%
5 Financials 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$695K 0.19%
15,541
+1,374
52
$675K 0.19%
5,179
-1,364
53
$654K 0.18%
4,649
+646
54
$652K 0.18%
15,089
55
$629K 0.18%
15,886
-4,258
56
$604K 0.17%
3,148
-21
57
$600K 0.17%
10,886
+633
58
$597K 0.17%
5,000
59
$592K 0.17%
7,543
+761
60
$588K 0.16%
6,833
-179
61
$566K 0.16%
4,903
-49
62
$564K 0.16%
7,649
+1,287
63
$557K 0.16%
4,995
-27
64
$554K 0.16%
1,530
+20
65
$540K 0.15%
3,295
66
$516K 0.14%
11,546
+178
67
$508K 0.14%
2,154
-46
68
$502K 0.14%
+10,511
69
$499K 0.14%
3,877
-21
70
$494K 0.14%
10,383
+222
71
$491K 0.14%
3,430
72
$485K 0.14%
6,739
+174
73
$470K 0.13%
1,450
74
$450K 0.13%
8,135
-161
75
$447K 0.13%
1,513
-143
1 2
3
4 5