WA

Wealth Architects Portfolio holdings

AUM $1.06B
1-Year Est. Return 16.5%
This Quarter Est. Return
1 Year Est. Return
+16.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$906M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$1.74M
3
+$1.72M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.6M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.33M

Top Sells

1
+$2.8M
2
+$1.59M
3
+$1.05M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$815K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$598K

Sector Composition

1 Technology 10.76%
2 Financials 3.27%
3 Healthcare 1.87%
4 Communication Services 1.84%
5 Consumer Discretionary 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.28M 0.14%
59,367
+27
77
$1.27M 0.14%
14,162
+154
78
$1.22M 0.13%
34,953
+360
79
$1.22M 0.13%
7,674
+1,621
80
$1.22M 0.13%
29,168
+192
81
$1.2M 0.13%
3,245
82
$1.15M 0.13%
4,430
+149
83
$1.14M 0.13%
2,435
+19
84
$1.1M 0.12%
30,542
85
$1.06M 0.12%
9,736
+4,988
86
$1.06M 0.12%
+6,902
87
$1.05M 0.12%
2,983
+193
88
$1.01M 0.11%
12,070
89
$980K 0.11%
3,209
+26
90
$973K 0.11%
1,028
+714
91
$966K 0.11%
4,611
+18
92
$942K 0.1%
5,241
+2,725
93
$937K 0.1%
8,415
+7
94
$937K 0.1%
3,000
+1,640
95
$935K 0.1%
3,761
+20
96
$924K 0.1%
18,548
97
$923K 0.1%
+32,364
98
$921K 0.1%
14,827
-3,519
99
$920K 0.1%
5,499
+1,969
100
$916K 0.1%
32,407
+18,735
2 3
4
5 6