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
$510M
AUM Growth
+$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.47M
3
+$2.68M
4
VTV icon
Vanguard Value ETF
VTV
+$1.87M
5
HD icon
Home Depot
HD
+$1.04M

Top Sells

1
+$1.59M
2
+$774K
3
+$564K
4
META icon
Meta Platforms (Facebook)
META
+$462K
5
RBLX icon
Roblox
RBLX
+$259K

Sector Composition

1 Technology 7.05%
2 Communication Services 3.1%
3 Healthcare 2.9%
4 Consumer Discretionary 2.57%
5 Financials 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.21%
18,726
52
$1.07M 0.21%
1,832
+78
53
$1.06M 0.21%
13,054
54
$1M 0.2%
38,115
-7,125
55
$995K 0.2%
9,771
+912
56
$883K 0.17%
5,185
+544
57
$860K 0.17%
13,630
+2,173
58
$841K 0.16%
46,112
-5,016
59
$832K 0.16%
15,311
-1,438
60
$829K 0.16%
5,000
61
$820K 0.16%
6,079
+1,630
62
$798K 0.16%
1,582
+125
63
$784K 0.15%
4,460
+60
64
$775K 0.15%
3,265
65
$730K 0.14%
11,510
+535
66
$719K 0.14%
7,107
67
$710K 0.14%
5,067
+114
68
$708K 0.14%
3,255
-87
69
$702K 0.14%
8,894
70
$699K 0.14%
2,576
+6
71
$685K 0.13%
2,988
-13
72
$678K 0.13%
12,108
+1,113
73
$674K 0.13%
1,373
74
$650K 0.13%
4,206
+73
75
$619K 0.12%
6,245
+296
1 2
3
4 5