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
$510M
AUM Growth
+$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.47M
3
+$2.68M
4
VTV icon
Vanguard Value ETF
VTV
+$1.87M
5
HD icon
Home Depot
HD
+$1.04M

Top Sells

1
+$1.59M
2
+$774K
3
+$564K
4
META icon
Meta Platforms (Facebook)
META
+$462K
5
RBLX icon
Roblox
RBLX
+$259K

Sector Composition

1 Technology 7.05%
2 Communication Services 3.1%
3 Healthcare 2.9%
4 Consumer Discretionary 2.57%
5 Financials 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$602K 0.12%
1,648
+264
77
$601K 0.12%
1,695
+853
78
$596K 0.12%
2,465
+282
79
$589K 0.12%
2,327
+77
80
$588K 0.12%
10,317
+1,218
81
$577K 0.11%
8,637
+610
82
$569K 0.11%
7,072
+221
83
$566K 0.11%
8,447
+2,567
84
$566K 0.11%
1,943
+241
85
$564K 0.11%
2,569
+154
86
$560K 0.11%
14,289
+2,752
87
$559K 0.11%
3,628
-86
88
$553K 0.11%
3,666
-204
89
$545K 0.11%
4,703
+209
90
$544K 0.11%
2,230
-53
91
$537K 0.11%
+2,705
92
$530K 0.1%
3,579
+1,037
93
$530K 0.1%
2,266
+202
94
$509K 0.1%
10,681
+18
95
$504K 0.1%
6,905
+308
96
$481K 0.09%
1,224
+13
97
$480K 0.09%
+8,925
98
$471K 0.09%
23,560
+360
99
$448K 0.09%
3,981
+43
100
$447K 0.09%
2,706
+127
2 3
4
5 6