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
$174M
AUM Growth
+$3.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$1.3M
2 +$858K
3 +$832K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$607K
5
AKAM icon
Akamai
AKAM
+$364K

Top Sells

1 +$913K
2 +$862K
3 +$767K
4
UPS icon
United Parcel Service
UPS
+$568K
5
AGN
Allergan Inc
AGN
+$272K

Sector Composition

1 Technology 3.48%
2 Financials 2.59%
3 Healthcare 2.4%
4 Communication Services 2.35%
5 Industrials 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,280