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
$305M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$1.83M
3
+$1.49M
4
AAPL icon
Apple
AAPL
+$1.46M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$605K

Top Sells

1
+$978K
2
+$359K
3
+$331K
4
VMW
VMware, Inc
VMW
+$297K
5
VV icon
Vanguard Large-Cap ETF
VV
+$279K

Sector Composition

1 Communication Services 6.55%
2 Technology 4.91%
3 Financials 3.18%
4 Healthcare 2.39%
5 Industrials 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$272K 0.09%
+1,457
102
$266K 0.09%
4,820
+58
103
$266K 0.09%
+10,382
104
$261K 0.09%
3,945
-206
105
$261K 0.09%
1,377
-428
106
$257K 0.08%
1,696
-177
107
$255K 0.08%
3,150
108
$255K 0.08%
2,143
+60
109
$254K 0.08%
3,498
-26
110
$249K 0.08%
8,905
-90
111
$245K 0.08%
6,090
112
$244K 0.08%
3,500
113
$241K 0.08%
+2,800
114
$237K 0.08%
1,648
-79
115
$235K 0.08%
+3,329
116
$230K 0.08%
+1,101
117
$228K 0.07%
+1,205
118
$226K 0.07%
2,822
+6
119
$225K 0.07%
8,041
+471
120
$223K 0.07%
2,043
-473
121
$221K 0.07%
+6,258
122
$218K 0.07%
20,274
-3,006
123
$215K 0.07%
1,922
124
$214K 0.07%
2,159
-154
125
$214K 0.07%
5,348
-551
2 3 4
5
6