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
$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 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$352K 0.17%
3,594
+1
77
$351K 0.17%
5,923
-32
78
$346K 0.17%
3,289
-24
79
$346K 0.17%
5,040
+9
80
$344K 0.17%
3,514
-1
81
$341K 0.17%
3,428
+1
82
$338K 0.17%
+5,000
83
$329K 0.16%
4,751
-677
84
$329K 0.16%
3,296
-4
85
$321K 0.16%
15,647
86
$316K 0.16%
3,172
+72
87
$311K 0.15%
12,328
+5
88
$305K 0.15%
2,510
89
$300K 0.15%
+2,437
90
$294K 0.15%
4,734
+450
91
$289K 0.14%
+4,090
92
$269K 0.13%
2,232
93
$259K 0.13%
4,917
-200
94
$259K 0.13%
1,826
95
$254K 0.13%
5,657
+29
96
$251K 0.12%
14,943
+4,205
97
$247K 0.12%
3,295
98
$244K 0.12%
4,756
99
$237K 0.12%
+2,633
100
$234K 0.12%
2,368
-5
2 3
4
5 6