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
$510M
AUM Growth
+$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.47M
3
+$2.68M
4
VTV icon
Vanguard Value ETF
VTV
+$1.87M
5
HD icon
Home Depot
HD
+$1.04M

Top Sells

1
+$1.59M
2
+$774K
3
+$564K
4
META icon
Meta Platforms (Facebook)
META
+$462K
5
RBLX icon
Roblox
RBLX
+$259K

Sector Composition

1 Technology 7.05%
2 Communication Services 3.1%
3 Healthcare 2.9%
4 Consumer Discretionary 2.57%
5 Financials 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$331K 0.06%
5,396
127
$321K 0.06%
3,150
128
$320K 0.06%
2,190
+40
129
$311K 0.06%
1,151
+4
130
$305K 0.06%
2,916
+943
131
$299K 0.06%
3,898
-40
132
$299K 0.06%
17,178
133
$293K 0.06%
5,791
+901
134
$292K 0.06%
+1,195
135
$286K 0.06%
2,378
+101
136
$284K 0.06%
3,873
+235
137
$280K 0.05%
6,983
138
$279K 0.05%
1,084
+44
139
$276K 0.05%
1,143
-645
140
$275K 0.05%
1,249
+186
141
$273K 0.05%
12,390
+34
142
$273K 0.05%
1,643
-55
143
$270K 0.05%
4,926
144
$269K 0.05%
+13,742
145
$268K 0.05%
2,295
146
$268K 0.05%
12,336
-1,933
147
$267K 0.05%
2,552
148
$266K 0.05%
11,000
149
$260K 0.05%
1,640
-16
150
$259K 0.05%
26,796
-170
4 5
6
7 8