WA

Wealth Architects Portfolio holdings

AUM $1.06B
1-Year Est. Return 16.5%
This Quarter Est. Return
1 Year Est. Return
+16.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$906M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$1.74M
3
+$1.72M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.6M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.33M

Top Sells

1
+$2.8M
2
+$1.59M
3
+$1.05M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$815K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$598K

Sector Composition

1 Technology 10.76%
2 Financials 3.27%
3 Healthcare 1.87%
4 Communication Services 1.84%
5 Consumer Discretionary 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.54M 0.28%
16,229
+657
52
$2.49M 0.27%
4,846
+685
53
$2.45M 0.27%
29,025
-2,267
54
$2.43M 0.27%
6,629
+1,924
55
$2.41M 0.27%
50,662
+10,390
56
$2.37M 0.26%
2,868
+1,225
57
$2.33M 0.26%
35,300
-1,325
58
$2.3M 0.25%
13,483
+2,713
59
$2.27M 0.25%
15,055
60
$2.22M 0.24%
40,528
-586
61
$2.04M 0.23%
17,193
-967
62
$2.01M 0.22%
13,021
+188
63
$1.94M 0.21%
5,888
+1,749
64
$1.75M 0.19%
5,503
65
$1.71M 0.19%
11,688
+37
66
$1.65M 0.18%
18,821
+10,954
67
$1.6M 0.18%
9,665
+1,386
68
$1.6M 0.18%
+2
69
$1.57M 0.17%
11,886
+6,105
70
$1.56M 0.17%
15,139
-194
71
$1.51M 0.17%
5,844
-991
72
$1.46M 0.16%
23,680
+8,074
73
$1.41M 0.16%
1,488
+197
74
$1.37M 0.15%
3,157
+64
75
$1.32M 0.15%
6,407
+370
1 2
3
4 5