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
$886M
AUM Growth
+$2.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.69M
3
+$2.39M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$2.11M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.82M

Top Sells

1
+$1.7M
2
+$893K
3
+$841K
4
META icon
Meta Platforms (Facebook)
META
+$797K
5
VV icon
Vanguard Large-Cap ETF
VV
+$585K

Sector Composition

1 Technology 11.04%
2 Financials 2.5%
3 Communication Services 1.89%
4 Healthcare 1.55%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$477K 0.05%
11,925
-155
127
$472K 0.05%
2,516
+241
128
$471K 0.05%
15,671
-706
129
$468K 0.05%
9,692
+4,287
130
$466K 0.05%
10,575
-74
131
$462K 0.05%
4,182
-2,446
132
$447K 0.05%
4,748
133
$446K 0.05%
3,581
-2
134
$445K 0.05%
2,926
-980
135
$443K 0.05%
7,853
136
$436K 0.05%
765
137
$433K 0.05%
1,306
-22
138
$432K 0.05%
484
-85
139
$426K 0.05%
1,899
+700
140
$424K 0.05%
3,805
-417
141
$419K 0.05%
1,609
-87
142
$411K 0.05%
1,367
-55
143
$408K 0.05%
917
-83
144
$404K 0.05%
3,662
145
$394K 0.04%
1,360
+208
146
$393K 0.04%
6,312
-327
147
$379K 0.04%
2,885
+43
148
$366K 0.04%
4,847
-88
149
$364K 0.04%
1,686
-6
150
$362K 0.04%
2,172
-75
4 5
6
7 8