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
$288M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$5.14M
2 +$2.87M
3 +$499K
4
BTI icon
British American Tobacco
BTI
+$400K
5
AMGN icon
Amgen
AMGN
+$388K

Top Sells

1 +$3.85M
2 +$797K
3 +$577K
4
UPS icon
United Parcel Service
UPS
+$488K
5
GSK icon
GSK
GSK
+$207K

Sector Composition

1 Communication Services 6.85%
2 Technology 4.47%
3 Financials 2.68%
4 Healthcare 2.51%
5 Industrials 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-12,254