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
$588M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$3.05M
3
+$1.83M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.63M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.41M

Top Sells

1
+$1.56M
2
+$802K
3
+$646K
4
META icon
Meta Platforms (Facebook)
META
+$533K
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$522K

Sector Composition

1 Technology 6.82%
2 Healthcare 3.03%
3 Financials 2.61%
4 Consumer Discretionary 2.05%
5 Communication Services 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$434K 0.07%
1,516
-4
127
$432K 0.07%
2,220
-314
128
$428K 0.07%
9,139
-355
129
$404K 0.07%
20,615
130
$402K 0.07%
7,495
+220
131
$391K 0.07%
6,233
+203
132
$390K 0.07%
6,573
+101
133
$385K 0.07%
1,027
+197
134
$375K 0.06%
3,188
+40
135
$372K 0.06%
1,506
-121
136
$369K 0.06%
1,477
+54
137
$369K 0.06%
4,463
+34
138
$367K 0.06%
7,569
+299
139
$365K 0.06%
+13,615
140
$362K 0.06%
5,000
141
$356K 0.06%
2,328
+636
142
$354K 0.06%
3,275
+525
143
$353K 0.06%
+33,600
144
$346K 0.06%
1,267
+18
145
$343K 0.06%
+5,736
146
$328K 0.06%
3,869
-28
147
$326K 0.06%
1,537
+65
148
$326K 0.06%
8,451
149
$323K 0.05%
6,510
+339
150
$321K 0.05%
1,092
+5
4 5
6
7 8