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
$302M
AUM Growth
-$2.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.93M
3
+$1.33M
4
AAPL icon
Apple
AAPL
+$1.25M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$792K

Top Sells

1
+$2.16M
2
+$1.14M
3
+$605K
4
VMW
VMware, Inc
VMW
+$494K
5
VV icon
Vanguard Large-Cap ETF
VV
+$427K

Sector Composition

1 Communication Services 6.01%
2 Technology 5.09%
3 Financials 3.12%
4 Healthcare 2.37%
5 Consumer Discretionary 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$74K 0.02%
28,746
127
– –
-2,043
128
– –
-3,108
129
– –
-2,159
130
– –
-5,348
131
– –
-1,648
132
– –
-6,258
133
– –
-4,751
134
– –
-5,992
135
– –
-10,382
136
– –
-3,042
2 3 4 5
6