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
$886M
AUM Growth
+$2.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.69M
3
+$2.39M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$2.11M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.82M

Top Sells

1
+$1.7M
2
+$893K
3
+$841K
4
META icon
Meta Platforms (Facebook)
META
+$797K
5
VV icon
Vanguard Large-Cap ETF
VV
+$585K

Sector Composition

1 Technology 11.04%
2 Financials 2.5%
3 Communication Services 1.89%
4 Healthcare 1.55%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$711K 0.08%
7,867
+898
102
$701K 0.08%
3,552
-254
103
$681K 0.08%
6,018
+870
104
$669K 0.08%
5,781
+495
105
$645K 0.07%
1,240
-106
106
$634K 0.07%
2,179
107
$634K 0.07%
2,135
-69
108
$611K 0.07%
3,668
-620
109
$603K 0.07%
2,729
110
$590K 0.07%
+5,883
111
$585K 0.07%
10,198
-206
112
$579K 0.07%
918
-4
113
$571K 0.06%
8,127
-214
114
$569K 0.06%
6,160
-198
115
$559K 0.06%
10,686
-145
116
$547K 0.06%
27,265
-1,747
117
$544K 0.06%
3,348
-45
118
$537K 0.06%
1,528
+22
119
$536K 0.06%
6,002
120
$521K 0.06%
2,742
121
$511K 0.06%
3,530
+691
122
$506K 0.06%
7,342
-36
123
$490K 0.06%
4,606
-13
124
$486K 0.05%
5,978
125
$481K 0.05%
1,659
+25
3 4
5
6 7