WA
Wealth Architects Portfolio holdings
AUM
$984M
1-Year Return
14.42%
This Quarter Return
+8.86%
1 Year Return
+14.42%
3 Year Return
+51.52%
5 Year Return
+93.56%
10 Year Return
+184.39%
AUM
$358M
AUM Growth
+$29.6M
(+9%)
Cap. Flow
+$2.24M
Cap. Flow
% of AUM
0.63%
Top 10 Holdings %
Top 10 Hldgs %
64.33%
Holding
146
New
12
Increased
59
Reduced
54
Closed
8
Top Buys
| 1 |
SPDR S&P Global Infrastructure ETF
GII
|
$3.57M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$972K |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$787K |
| 4 |
Vanguard Value ETF
VTV
|
$664K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$481K |
Top Sells
| 1 |
iShares Global Infrastructure ETF
IGF
|
$2.87M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.09M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$935K |
| 4 |
Meta Platforms (Facebook)
META
|
$548K |
| 5 |
Apple
AAPL
|
$354K |
Sector Composition
| 1 | Communication Services | 5.75% |
| 2 | Technology | 5.7% |
| 3 | Healthcare | 2.83% |
| 4 | Financials | 2.53% |
| 5 | Consumer Discretionary | 2.07% |
