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
$515M
AUM Growth
+$4.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$2.74M
3
+$2.34M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.67M
5
NUDM icon
Nuveen ESG International Developed Markets Equity ETF
NUDM
+$958K

Top Sells

1
+$3.14M
2
+$2.58M
3
+$2.28M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.05M
5
WDAY icon
Workday
WDAY
+$2.02M

Sector Composition

1 Technology 6.38%
2 Healthcare 3.03%
3 Communication Services 2.77%
4 Financials 2.54%
5 Consumer Discretionary 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$642K 0.12%
3,343
+88
77
$631K 0.12%
2,327
78
$630K 0.12%
14,653
+364
79
$619K 0.12%
3,664
+36
80
$602K 0.12%
5,592
+1,561
81
$600K 0.12%
6,328
+83
82
$596K 0.12%
10,661
+344
83
$596K 0.12%
4,104
-102
84
$587K 0.11%
1,688
+40
85
$584K 0.11%
3,882
+303
86
$582K 0.11%
5,000
87
$571K 0.11%
7,096
+24
88
$571K 0.11%
2,495
+30
89
$570K 0.11%
9,225
+778
90
$555K 0.11%
4,695
-8
91
$553K 0.11%
2,765
+60
92
$549K 0.11%
3,666
93
$536K 0.1%
2,523
-46
94
$534K 0.1%
9,031
+394
95
$531K 0.1%
25,650
+2,090
96
$520K 0.1%
+19,574
97
$517K 0.1%
7,199
+294
98
$515K 0.1%
3,070
+244
99
$505K 0.1%
1,412
-283
100
$500K 0.1%
1,922
-21
2 3
4
5 6