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
$713M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$44.8M
2
+$11.7M
3
+$2.98M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$1.9M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.82M

Top Sells

1
+$4.68M
2
+$3.38M
3
+$1.03M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$718K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$571K

Sector Composition

1 Technology 8.61%
2 Financials 2.33%
3 Healthcare 2.11%
4 Communication Services 1.92%
5 Consumer Discretionary 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$921K 0.13%
1,736
-83
77
$910K 0.13%
18,072
+2,155
78
$880K 0.12%
3,378
-44
79
$819K 0.11%
3,121
80
$798K 0.11%
4,700
+57
81
$790K 0.11%
2,606
+1
82
$788K 0.11%
7,740
83
$784K 0.11%
2,171
-154
84
$773K 0.11%
15,303
-165
85
$763K 0.11%
23,810
+2,814
86
$756K 0.11%
1,210
+33
87
$749K 0.11%
36,124
+4
88
$740K 0.1%
3,175
-87
89
$736K 0.1%
3,669
-25
90
$719K 0.1%
4,641
-204
91
$699K 0.1%
2,250
92
$693K 0.1%
2,055
+192
93
$691K 0.1%
4,378
+20
94
$675K 0.09%
1,545
-457
95
$671K 0.09%
+14,059
96
$662K 0.09%
1,552
+69
97
$661K 0.09%
1,108
+54
98
$645K 0.09%
1,106
-54
99
$638K 0.09%
9,342
+785
100
$627K 0.09%
12,372
2 3
4
5 6