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
$369M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$1M
3
+$813K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$593K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$563K

Top Sells

1
+$12.1M
2
+$2.63M
3
+$1.64M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.29M
5
EBAY icon
eBay
EBAY
+$1.21M

Sector Composition

1 Technology 7.27%
2 Communication Services 3.18%
3 Healthcare 2.76%
4 Consumer Discretionary 2.57%
5 Financials 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-22,982
152
– –
-4,080
153
– –
-1,005
154
– –
-14,077
3 4 5 6
7