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
$515M
AUM Growth
+$4.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$2.74M
3
+$2.34M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.67M
5
NUDM icon
Nuveen ESG International Developed Markets Equity ETF
NUDM
+$958K

Top Sells

1
+$3.14M
2
+$2.58M
3
+$2.28M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.05M
5
WDAY icon
Workday
WDAY
+$2.02M

Sector Composition

1 Technology 6.38%
2 Healthcare 3.03%
3 Communication Services 2.77%
4 Financials 2.54%
5 Consumer Discretionary 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.06M 0.21%
18,960
+234
52
$1.05M 0.2%
12,070
53
$1.03M 0.2%
10,146
+375
54
$965K 0.19%
15,453
55
$958K 0.19%
+30,568
56
$958K 0.19%
4,048
+783
57
$939K 0.18%
13,054
58
$925K 0.18%
38,461
+346
59
$905K 0.18%
1,584
+2
60
$870K 0.17%
6,220
+141
61
$863K 0.17%
1,599
+1,113
62
$858K 0.17%
1,490
-342
63
$858K 0.17%
5,082
-103
64
$854K 0.17%
46,112
65
$817K 0.16%
3,734
+746
66
$790K 0.15%
4,671
+211
67
$782K 0.15%
15,630
+319
68
$778K 0.15%
13,224
-406
69
$714K 0.14%
13,219
+1,111
70
$710K 0.14%
7,109
+2
71
$694K 0.13%
8,894
72
$692K 0.13%
2,524
-52
73
$682K 0.13%
11,184
-326
74
$660K 0.13%
4,966
-101
75
$660K 0.13%
1,373
1 2
3
4 5