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
$886M
AUM Growth
+$2.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.69M
3
+$2.39M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$2.11M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.82M

Top Sells

1
+$1.7M
2
+$893K
3
+$841K
4
META icon
Meta Platforms (Facebook)
META
+$797K
5
VV icon
Vanguard Large-Cap ETF
VV
+$585K

Sector Composition

1 Technology 11.04%
2 Financials 2.5%
3 Communication Services 1.89%
4 Healthcare 1.55%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.47M 0.28%
15,055
-184
52
$2.43M 0.27%
12,833
-184
53
$2.37M 0.27%
31,292
-452
54
$2.31M 0.26%
36,625
55
$2.24M 0.25%
4,161
+616
56
$2.18M 0.25%
43,296
+2,516
57
$2.15M 0.24%
41,114
58
$1.95M 0.22%
18,160
+4,409
59
$1.87M 0.21%
40,272
+7,449
60
$1.85M 0.21%
15,333
-1
61
$1.84M 0.21%
5,503
-202
62
$1.83M 0.21%
4,705
-352
63
$1.81M 0.2%
10,770
+2,880
64
$1.8M 0.2%
11,651
-406
65
$1.5M 0.17%
4,139
+628
66
$1.4M 0.16%
+6,037
67
$1.39M 0.16%
14,008
-287
68
$1.35M 0.15%
59,340
-792
69
$1.33M 0.15%
3,245
70
$1.27M 0.14%
28,976
-869
71
$1.27M 0.14%
1,643
+527
72
$1.23M 0.14%
2,416
+38
73
$1.2M 0.14%
8,279
-320
74
$1.18M 0.13%
1,291
-50
75
$1.16M 0.13%
34,593
-1,429
1 2
3
4 5