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
$510M
AUM Growth
+$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.47M
3
+$2.68M
4
VTV icon
Vanguard Value ETF
VTV
+$1.87M
5
HD icon
Home Depot
HD
+$1.04M

Top Sells

1
+$1.59M
2
+$774K
3
+$564K
4
META icon
Meta Platforms (Facebook)
META
+$462K
5
RBLX icon
Roblox
RBLX
+$259K

Sector Composition

1 Technology 7.05%
2 Communication Services 3.1%
3 Healthcare 2.9%
4 Consumer Discretionary 2.57%
5 Financials 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$447K 0.09%
8,266
+519
102
$436K 0.09%
4,903
+144
103
$435K 0.09%
4,031
+462
104
$433K 0.08%
+2,826
105
$428K 0.08%
3,711
+994
106
$425K 0.08%
1,477
-5
107
$415K 0.08%
2,506
108
$414K 0.08%
784
+8
109
$408K 0.08%
5,692
+12
110
$391K 0.08%
5,486
+14
111
$390K 0.08%
8,620
+3,070
112
$386K 0.08%
7,463
-2,255
113
$382K 0.07%
1,686
+32
114
$379K 0.07%
2,008
+374
115
$372K 0.07%
6,692
+190
116
$370K 0.07%
4,436
-383
117
$368K 0.07%
1,592
+66
118
$368K 0.07%
4,313
+27
119
$366K 0.07%
3,532
+236
120
$346K 0.07%
1,174
+266
121
$337K 0.07%
1,470
+289
122
$337K 0.07%
5,399
+79
123
$334K 0.07%
1,193
-18
124
$333K 0.07%
841
-40
125
$331K 0.06%
4,252
-141
3 4
5
6 7