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
$886M
AUM Growth
+$2.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.69M
3
+$2.39M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$2.11M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.82M

Top Sells

1
+$1.7M
2
+$893K
3
+$841K
4
META icon
Meta Platforms (Facebook)
META
+$797K
5
VV icon
Vanguard Large-Cap ETF
VV
+$585K

Sector Composition

1 Technology 11.04%
2 Financials 2.5%
3 Communication Services 1.89%
4 Healthcare 1.55%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.14M 0.13%
3,093
-31
77
$1.13M 0.13%
4,281
78
$1.13M 0.13%
12,070
79
$1.08M 0.12%
18,346
80
$1.05M 0.12%
30,542
-46
81
$1.01M 0.11%
3,121
82
$991K 0.11%
2,468
-138
83
$940K 0.11%
8,408
+7
84
$932K 0.11%
3,183
-1
85
$929K 0.1%
18,548
+5,000
86
$924K 0.1%
15,606
+1,042
87
$904K 0.1%
7,694
88
$886K 0.1%
13,275
89
$882K 0.1%
2,790
-98
90
$877K 0.1%
17,219
-458
91
$869K 0.1%
10,982
-790
92
$867K 0.1%
31,120
-924
93
$822K 0.09%
3,741
-36
94
$816K 0.09%
4,593
-31
95
$769K 0.09%
4,388
+50
96
$763K 0.09%
+5,757
97
$757K 0.09%
29,731
+6,034
98
$741K 0.08%
1,179
-91
99
$732K 0.08%
1,390
-127
100
$729K 0.08%
6,053
-50
2 3
4
5 6