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
$302M
AUM Growth
-$2.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.93M
3
+$1.33M
4
AAPL icon
Apple
AAPL
+$1.25M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$792K

Top Sells

1
+$2.16M
2
+$1.14M
3
+$605K
4
VMW
VMware, Inc
VMW
+$494K
5
VV icon
Vanguard Large-Cap ETF
VV
+$427K

Sector Composition

1 Communication Services 6.01%
2 Technology 5.09%
3 Financials 3.12%
4 Healthcare 2.37%
5 Consumer Discretionary 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$251K 0.08%
5,842
-2,691
102
$250K 0.08%
3,500
103
$249K 0.08%
1,308
-149
104
$249K 0.08%
4,285
-3,176
105
$245K 0.08%
6,567
106
$244K 0.08%
+6,238
107
$242K 0.08%
8,770
-135
108
$238K 0.08%
3,150
109
$237K 0.08%
3,570
-17,125
110
$231K 0.08%
+782
111
$227K 0.08%
2,936
+114
112
$223K 0.07%
1,054
-47
113
$221K 0.07%
3,156
-173
114
$218K 0.07%
2,081
-62
115
$218K 0.07%
6,090
116
$217K 0.07%
3,488
-10
117
$216K 0.07%
20,280
+6
118
$214K 0.07%
1,922
119
$210K 0.07%
1,176
-29
120
$206K 0.07%
7,174
-867
121
$205K 0.07%
+1,115
122
$204K 0.07%
4,700
-4,525
123
$128K 0.04%
23,252
124
$119K 0.04%
32,226
-555
125
$85K 0.03%
27,115
2 3 4
5
6