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
$202M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$1.05M
3
+$848K
4
AAPL icon
Apple
AAPL
+$751K
5
HPE icon
Hewlett Packard
HPE
+$694K

Top Sells

1
+$642K
2
+$513K
3
+$494K
4
CDNS icon
Cadence Design Systems
CDNS
+$401K
5
VUG icon
Vanguard Growth ETF
VUG
+$309K

Sector Composition

1 Technology 10.1%
2 Communication Services 3.41%
3 Industrials 3.01%
4 Healthcare 2.74%
5 Financials 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$368K 0.18%
5,277
-10
77
$352K 0.17%
3,594
+1
78
$351K 0.17%
5,923
-32
79
$346K 0.17%
3,289
-24
80
$346K 0.17%
5,040
+9
81
$344K 0.17%
3,514
-1
82
$341K 0.17%
3,428
+1
83
$338K 0.17%
+5,000
84
$329K 0.16%
4,751
-677
85
$329K 0.16%
3,296
-4
86
$321K 0.16%
15,647
87
$316K 0.16%
3,172
+72
88
$311K 0.15%
12,328
+5
89
$305K 0.15%
2,510
90
$300K 0.15%
+2,437
91
$294K 0.15%
4,734
+450
92
$289K 0.14%
+4,090
93
$269K 0.13%
2,232
94
$259K 0.13%
4,917
-200
95
$259K 0.13%
1,826
96
$254K 0.13%
5,657
+29
97
$251K 0.12%
14,943
+4,205
98
$247K 0.12%
3,295
99
$244K 0.12%
4,756
100
$237K 0.12%
+2,633
2 3
4
5 6