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
$202M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$1.05M
3
+$848K
4
AAPL icon
Apple
AAPL
+$751K
5
HPE icon
Hewlett Packard
HPE
+$694K

Top Sells

1
+$642K
2
+$513K
3
+$494K
4
CDNS icon
Cadence Design Systems
CDNS
+$401K
5
VUG icon
Vanguard Growth ETF
VUG
+$309K

Sector Composition

1 Technology 10.1%
2 Communication Services 3.41%
3 Industrials 3.01%
4 Healthcare 2.74%
5 Financials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-2,621
127
– –
-2,948
128
– –
-13,962
129
– –
-24,766
2 3 4 5
6