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
$515M
AUM Growth
+$4.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$2.74M
3
+$2.34M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.67M
5
NUDM icon
Nuveen ESG International Developed Markets Equity ETF
NUDM
+$958K

Top Sells

1
+$3.14M
2
+$2.58M
3
+$2.28M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.05M
5
WDAY icon
Workday
WDAY
+$2.02M

Sector Composition

1 Technology 6.38%
2 Healthcare 3.03%
3 Communication Services 2.77%
4 Financials 2.54%
5 Consumer Discretionary 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$371K 0.07%
1,368
+173
127
$366K 0.07%
2,008
128
$365K 0.07%
7,858
-762
129
$357K 0.07%
4,094
-158
130
$344K 0.07%
1,488
+18
131
$334K 0.06%
5,370
-26
132
$330K 0.06%
5,670
+271
133
$323K 0.06%
1,255
+62
134
$318K 0.06%
1,199
+48
135
$317K 0.06%
15,552
+3,216
136
$312K 0.06%
2,717
-994
137
$305K 0.06%
3,009
+93
138
$305K 0.06%
6,046
+255
139
$298K 0.06%
2,200
+10
140
$297K 0.06%
17,160
-18
141
$282K 0.05%
2,750
-400
142
$281K 0.05%
6,957
-26
143
$280K 0.05%
1,614
+298
144
$277K 0.05%
26,796
145
$275K 0.05%
2,465
+87
146
$271K 0.05%
11,110
-91
147
$270K 0.05%
3,439
-434
148
$269K 0.05%
3,898
149
$269K 0.05%
2,114
+62
150
$269K 0.05%
4,926
4 5
6
7 8