WA
Wealth Architects Portfolio holdings
AUM
$984M
This Quarter Return
+2.5%
1 Year Return
+14.42%
3 Year Return
+51.52%
5 Year Return
+93.56%
10 Year Return
+184.39%
AUM
$174M
AUM Growth
+$174M
(+2%)
Cap. Flow
-$274K
Cap. Flow
% of AUM
-0.16%
Top 10 Holdings %
Top 10 Hldgs %
71.05%
Holding
104
New
3
Increased
32
Reduced
44
Closed
7
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.3M |
| 2 |
Vanguard Small-Cap ETF
VB
|
$858K |
| 3 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$832K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$607K |
| 5 |
Akamai
AKAM
|
$364K |
Top Sells
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$913K |
| 2 |
Apple
AAPL
|
$862K |
| 3 |
Vanguard Small-Cap Value ETF
VBR
|
$767K |
| 4 |
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% |