WA

Wealth Architects Portfolio holdings

AUM $1.06B
1-Year Est. Return 16.5%
This Quarter Est. Return
1 Year Est. Return
+16.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$906M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$1.74M
3
+$1.72M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.6M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.33M

Top Sells

1
+$2.8M
2
+$1.59M
3
+$1.05M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$815K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$598K

Sector Composition

1 Technology 10.76%
2 Financials 3.27%
3 Healthcare 1.87%
4 Communication Services 1.84%
5 Consumer Discretionary 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$583K 0.06%
3,512
-40
127
$574K 0.06%
22,634
+12,476
128
$568K 0.06%
12,521
+596
129
$564K 0.06%
2,096
-39
130
$552K 0.06%
5,920
+1,080
131
$543K 0.06%
2,724
-5
132
$533K 0.06%
3,615
+34
133
$530K 0.06%
7,091
-251
134
$518K 0.06%
+5,759
135
$515K 0.06%
3,682
+14
136
$504K 0.06%
1,618
+9
137
$499K 0.06%
15,669
-2
138
$498K 0.06%
3,433
+85
139
$498K 0.05%
+9,225
140
$494K 0.05%
9,921
+229
141
$493K 0.05%
5,978
142
$470K 0.05%
3,137
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143
$470K 0.05%
1,505
-23
144
$461K 0.05%
1,563
-96
145
$433K 0.05%
6,043
-269
146
$417K 0.05%
+3,788
147
$410K 0.05%
+3,933
148
$408K 0.05%
764
-1
149
$398K 0.04%
2,014
+115
150
$396K 0.04%
4,850
+3
4 5
6
7 8