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
$515M
AUM Growth
+$4.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$2.74M
3
+$2.34M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.67M
5
NUDM icon
Nuveen ESG International Developed Markets Equity ETF
NUDM
+$958K

Top Sells

1
+$3.14M
2
+$2.58M
3
+$2.28M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.05M
5
WDAY icon
Workday
WDAY
+$2.02M

Sector Composition

1 Technology 6.38%
2 Healthcare 3.03%
3 Communication Services 2.77%
4 Financials 2.54%
5 Consumer Discretionary 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$263K 0.05%
2,295
152
$258K 0.05%
1,646
+6
153
$256K 0.05%
5,270
+920
154
$254K 0.05%
941
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155
$252K 0.05%
4,286
156
$251K 0.05%
1,709
+66
157
$251K 0.05%
1,283
+34
158
$250K 0.05%
6,662
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159
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2,660
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160
$237K 0.05%
1,893
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161
$235K 0.05%
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162
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163
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164
$227K 0.04%
7,842
165
$227K 0.04%
1,757
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166
$226K 0.04%
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167
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168
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169
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726
170
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171
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172
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+1,158
173
$205K 0.04%
5,629
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174
$205K 0.04%
3,778
-4
175
$204K 0.04%
11,391
4 5 6
7
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