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
$170M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$34.7M
2
+$20.7M
3
+$17.2M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$15.5M
5
VT icon
Vanguard Total World Stock ETF
VT
+$7.56M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.93%
2 Financials 2.96%
3 Healthcare 2.46%
4 Industrials 2.25%
5 Communication Services 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$272K 0.16%
+1,280
77
$270K 0.16%
+9,121
78
$269K 0.16%
+5,973
79
$267K 0.16%
+6,701
80
$266K 0.16%
+6,278
81
$260K 0.15%
+16,740
82
$259K 0.15%
+18,776
83
$258K 0.15%
+5,400
84
$252K 0.15%
+4,940
85
$247K 0.15%
+2,704
86
$239K 0.14%
+13,089
87
$239K 0.14%
+2,532
88
$236K 0.14%
+5,027
89
$223K 0.13%
+4,182
90
$223K 0.13%
+26,832
91
$217K 0.13%
+2,538
92
$214K 0.13%
+2,108
93
$213K 0.13%
+2,287
94
$213K 0.13%
+1,854
95
$212K 0.12%
+3,020
96
$206K 0.12%
+2,183
97
$191K 0.11%
+10,664
98
$92K 0.05%
+10,000
99
$53K 0.03%
+21,252
1 2 3
4