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
$302M
AUM Growth
-$2.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.93M
3
+$1.33M
4
AAPL icon
Apple
AAPL
+$1.25M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$792K

Top Sells

1
+$2.16M
2
+$1.14M
3
+$605K
4
VMW
VMware, Inc
VMW
+$494K
5
VV icon
Vanguard Large-Cap ETF
VV
+$427K

Sector Composition

1 Communication Services 6.01%
2 Technology 5.09%
3 Financials 3.12%
4 Healthcare 2.37%
5 Consumer Discretionary 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$338K 0.11%
1,981
-100
77
$332K 0.11%
13,326
+352
78
$328K 0.11%
2,162
-466
79
$321K 0.11%
4,257
+563
80
$320K 0.11%
3,897
81
$315K 0.1%
4,877
-1,613
82
$313K 0.1%
2,257
83
$308K 0.1%
11,880
-825
84
$308K 0.1%
3,315
85
$306K 0.1%
2,549
86
$301K 0.1%
3,456
-100
87
$299K 0.1%
4,774
-984
88
$296K 0.1%
1,691
-5
89
$296K 0.1%
11,006
-759
90
$291K 0.1%
1,831
91
$290K 0.1%
3,664
-845
92
$286K 0.09%
2,850
-75
93
$286K 0.09%
8,502
-2,233
94
$284K 0.09%
1,377
95
$277K 0.09%
2,534
-338
96
$268K 0.09%
4,912
+92
97
$267K 0.09%
2,800
98
$260K 0.09%
15,815
99
$258K 0.09%
3,945
100
$254K 0.08%
14,310
+45
2 3
4
5 6