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
$357M
AUM Growth
+$68.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$2.8M
3
+$1.65M
4
ROKU icon
Roku
ROKU
+$1.64M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.41M

Top Sells

1
+$2.16M
2
+$1.93M
3
+$1.33M
4
AAPL icon
Apple
AAPL
+$1.11M
5
TSLA icon
Tesla
TSLA
+$1.09M

Sector Composition

1 Technology 6.63%
2 Communication Services 6.33%
3 Consumer Discretionary 3.01%
4 Healthcare 2.71%
5 Financials 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$436K 0.12%
7,412
-4
77
$419K 0.12%
+2,506
78
$419K 0.12%
3,503
+19
79
$419K 0.12%
4,777
+8
80
$417K 0.12%
10,627
+1,073
81
$414K 0.12%
5,906
+255
82
$414K 0.12%
4,069
-90
83
$413K 0.12%
6,788
-1,380
84
$400K 0.11%
2,250
85
$383K 0.11%
4,194
-45
86
$382K 0.11%
1,771
-102
87
$380K 0.11%
9,508
+305
88
$379K 0.11%
1,964
+328
89
$378K 0.11%
3,850
-137
90
$367K 0.1%
2,535
-29
91
$361K 0.1%
1,495
+150
92
$359K 0.1%
2,713
-253
93
$359K 0.1%
15,708
+2,414
94
$355K 0.1%
2,688
+103
95
$348K 0.1%
11,227
+465
96
$339K 0.1%
7,264
+88
97
$338K 0.09%
+1,942
98
$336K 0.09%
3,427
+219
99
$334K 0.09%
4,245
100
$333K 0.09%
2,635
+4
2 3
4
5 6