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
$357M
AUM Growth
+$68.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$2.8M
3
+$1.65M
4
ROKU icon
Roku
ROKU
+$1.64M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.41M

Top Sells

1
+$2.16M
2
+$1.93M
3
+$1.33M
4
AAPL icon
Apple
AAPL
+$1.11M
5
TSLA icon
Tesla
TSLA
+$1.09M

Sector Composition

1 Technology 6.63%
2 Communication Services 6.33%
3 Consumer Discretionary 3.01%
4 Healthcare 2.71%
5 Financials 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$332K 0.09%
2,921
+344
102
$327K 0.09%
2,904
+24
103
$324K 0.09%
1,759
+525
104
$319K 0.09%
1,274
-24
105
$318K 0.09%
698
-474
106
$314K 0.09%
6,586
107
$306K 0.09%
7,845
+1,975
108
$298K 0.08%
1,154
-2
109
$294K 0.08%
6,587
+951
110
$272K 0.08%
+3,197
111
$269K 0.08%
4,133
-36
112
$267K 0.07%
5,213
+13
113
$267K 0.07%
+1,055
114
$261K 0.07%
+4,220
115
$253K 0.07%
833
-44
116
$253K 0.07%
+4,106
117
$253K 0.07%
+2,112
118
$253K 0.07%
+4,734
119
$248K 0.07%
3,150
120
$246K 0.07%
+1,427
121
$227K 0.06%
+1,922
122
$221K 0.06%
3,193
-14
123
$219K 0.06%
+2,310
124
$210K 0.06%
17,142
-19,650
125
$208K 0.06%
12,382
3 4
5
6 7