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
$510M
AUM Growth
+$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.47M
3
+$2.68M
4
VTV icon
Vanguard Value ETF
VTV
+$1.87M
5
HD icon
Home Depot
HD
+$1.04M

Top Sells

1
+$1.59M
2
+$774K
3
+$564K
4
META icon
Meta Platforms (Facebook)
META
+$462K
5
RBLX icon
Roblox
RBLX
+$259K

Sector Composition

1 Technology 7.05%
2 Communication Services 3.1%
3 Healthcare 2.9%
4 Consumer Discretionary 2.57%
5 Financials 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$258K 0.05%
+2,052
152
$257K 0.05%
1,316
+31
153
$257K 0.05%
3,833
+318
154
$242K 0.05%
+4,286
155
$242K 0.05%
6,608
+237
156
$240K 0.05%
3,782
-319
157
$238K 0.05%
+486
158
$238K 0.05%
5,073
+498
159
$237K 0.05%
7,842
-63
160
$229K 0.04%
+605
161
$227K 0.04%
+1,091
162
$226K 0.04%
2,510
163
$226K 0.04%
726
164
$226K 0.04%
11,457
165
$224K 0.04%
+1,801
166
$223K 0.04%
5,459
+103
167
$221K 0.04%
+931
168
$221K 0.04%
+1,547
169
$220K 0.04%
+2,790
170
$216K 0.04%
+3,337
171
$213K 0.04%
+1,160
172
$211K 0.04%
900
+5
173
$208K 0.04%
+4,177
174
$207K 0.04%
+4,350
175
$205K 0.04%
+1,463
4 5 6
7
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