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
$305M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$1.83M
3
+$1.49M
4
AAPL icon
Apple
AAPL
+$1.46M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$605K

Top Sells

1
+$978K
2
+$359K
3
+$331K
4
VMW
VMware, Inc
VMW
+$297K
5
VV icon
Vanguard Large-Cap ETF
VV
+$279K

Sector Composition

1 Communication Services 6.55%
2 Technology 4.91%
3 Financials 3.18%
4 Healthcare 2.39%
5 Industrials 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$203K 0.07%
+4,751
127
$203K 0.07%
+3,042
128
$202K 0.07%
+3,108
129
$119K 0.04%
23,252
-3,360
130
$119K 0.04%
32,781
131
$83K 0.03%
27,115
132
$69K 0.02%
28,746
133
– –
-5,797
134
– –
-1,968
135
– –
-4,155
136
– –
0
2 3 4 5
6