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
$515M
AUM Growth
+$4.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$2.74M
3
+$2.34M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.67M
5
NUDM icon
Nuveen ESG International Developed Markets Equity ETF
NUDM
+$958K

Top Sells

1
+$3.14M
2
+$2.58M
3
+$2.28M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.05M
5
WDAY icon
Workday
WDAY
+$2.02M

Sector Composition

1 Technology 6.38%
2 Healthcare 3.03%
3 Communication Services 2.77%
4 Financials 2.54%
5 Consumer Discretionary 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$500K 0.1%
2,245
-21
102
$494K 0.1%
809
+25
103
$486K 0.09%
10,675
-6
104
$483K 0.09%
1,225
+1
105
$475K 0.09%
2,236
+6
106
$456K 0.09%
8,682
+416
107
$447K 0.09%
2,671
-35
108
$441K 0.09%
5,475
-11
109
$440K 0.09%
4,079
+98
110
$431K 0.08%
4,886
-17
111
$428K 0.08%
5,898
+206
112
$424K 0.08%
1,083
-1
113
$412K 0.08%
2,506
114
$411K 0.08%
+5,978
115
$410K 0.08%
4,771
+458
116
$407K 0.08%
1,687
+95
117
$400K 0.08%
1,251
+77
118
$400K 0.08%
3,534
+2
119
$395K 0.08%
879
+38
120
$387K 0.08%
7,355
-1,570
121
$381K 0.07%
1,489
+12
122
$381K 0.07%
6,464
-228
123
$378K 0.07%
20,615
+6,873
124
$375K 0.07%
7,383
-80
125
$372K 0.07%
4,382
-54
3 4
5
6 7