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WA
Wealth Architects Portfolio holdings
AUM
$1.12B
1-Year Est. Return
24.94%
This Fund
S&P 500
This Quarter
Est. Return
+3.66%
1 Year Est. Return
+24.94%
3 Year Est. Return
+59.39%
5 Year Est. Return
+64.39%
10 Year Est. Return
+230.16%
AUM
$309M
AUM Growth
+$6.99M
(+2.3%)
Cap. Flow
-$2.58M
Cap. Flow
% of AUM
-0.84%
Top 10 Holdings %
Top 10 Hldgs %
68.35%
Holding
133
New
7
Increased
39
Reduced
55
Closed
2
Top Buys
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
+$1.45M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$527K |
| 3 |
eBay
EBAY
|
+$403K |
| 4 |
Vanguard Value ETF
VTV
|
+$394K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$332K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$2.02M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
+$1.43M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$516K |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
+$468K |
| 5 |
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$361K |
Sector Composition
| 1 | Communication Services | 7.05% |
| 2 | Technology | 5.09% |
| 3 | Financials | 2.79% |
| 4 | Healthcare | 2.53% |
| 5 | Consumer Discretionary | 2.45% |
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