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
$305M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$1.83M
3
+$1.49M
4
AAPL icon
Apple
AAPL
+$1.46M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$605K

Top Sells

1
+$978K
2
+$359K
3
+$331K
4
VMW
VMware, Inc
VMW
+$297K
5
VV icon
Vanguard Large-Cap ETF
VV
+$279K

Sector Composition

1 Communication Services 6.55%
2 Technology 4.91%
3 Financials 3.18%
4 Healthcare 2.39%
5 Industrials 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$393K 0.13%
2,916
77
$383K 0.13%
5,758
78
$377K 0.12%
6,148
-278
79
$374K 0.12%
3,556
-1,500
80
$369K 0.12%
10,735
-321
81
$362K 0.12%
2,081
82
$357K 0.12%
3,897
83
$345K 0.11%
11,765
-1,508
84
$345K 0.11%
5,000
85
$344K 0.11%
2,872
+39
86
$332K 0.11%
2,257
-193
87
$330K 0.11%
12,705
-2,183
88
$327K 0.11%
8,533
-595
89
$325K 0.11%
12,974
-274
90
$323K 0.11%
22,477
-1,773
91
$317K 0.1%
2,549
-423
92
$314K 0.1%
2,925
+19
93
$307K 0.1%
3,694
-2,977
94
$306K 0.1%
1,038
-640
95
$305K 0.1%
3,315
96
$300K 0.1%
1,831
-165
97
$298K 0.1%
6,567
98
$296K 0.1%
14,265
+60
99
$292K 0.1%
3,556
-347
100
$286K 0.09%
15,815
2 3
4
5 6