WA

Wealth Architects Portfolio holdings

AUM $1.06B
1-Year Est. Return 16.5%
This Quarter Est. Return
1 Year Est. Return
+16.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$906M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$1.74M
3
+$1.72M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.6M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.33M

Top Sells

1
+$2.8M
2
+$1.59M
3
+$1.05M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$815K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$598K

Sector Composition

1 Technology 10.76%
2 Financials 3.27%
3 Healthcare 1.87%
4 Communication Services 1.84%
5 Consumer Discretionary 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$916K 0.1%
15,103
+4,905
102
$896K 0.1%
7,694
103
$875K 0.1%
+28,090
104
$866K 0.1%
13,275
105
$841K 0.09%
2,329
-139
106
$814K 0.09%
4,701
+313
107
$805K 0.09%
15,330
-1,889
108
$801K 0.09%
6,041
+23
109
$779K 0.09%
1,422
+32
110
$763K 0.08%
10,759
+5,905
111
$749K 0.08%
29,927
-1,193
112
$742K 0.08%
1,208
+29
113
$721K 0.08%
2,189
+10
114
$705K 0.08%
39,437
+9,706
115
$696K 0.08%
1,399
+159
116
$695K 0.08%
6,201
+41
117
$631K 0.07%
5,704
-298
118
$630K 0.07%
10,492
-194
119
$629K 0.07%
21,964
120
$628K 0.07%
924
+6
121
$624K 0.07%
27,469
+204
122
$613K 0.07%
13,548
+2,973
123
$608K 0.07%
3,530
+788
124
$592K 0.07%
5,883
125
$588K 0.06%
8,186
+59
3 4
5
6 7