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
$588M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$3.05M
3
+$1.83M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.63M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.41M

Top Sells

1
+$1.56M
2
+$802K
3
+$646K
4
META icon
Meta Platforms (Facebook)
META
+$533K
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$522K

Sector Composition

1 Technology 6.82%
2 Healthcare 3.03%
3 Financials 2.61%
4 Consumer Discretionary 2.05%
5 Communication Services 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$318K 0.05%
1,922
-86
152
$315K 0.05%
9,060
+284
153
$303K 0.05%
1,205
+18
154
$293K 0.05%
2,533
+353
155
$290K 0.05%
5,992
-264
156
$289K 0.05%
704
+134
157
$285K 0.05%
1,719
+75
158
$281K 0.05%
+2,768
159
$269K 0.05%
1,457
+52
160
$269K 0.05%
15,067
+2,767
161
$267K 0.05%
2,141
-69
162
$263K 0.04%
1,662
+147
163
$261K 0.04%
+2,630
164
$255K 0.04%
2,385
+79
165
$254K 0.04%
+7,414
166
$253K 0.04%
2,358
-666
167
$252K 0.04%
11,391
168
$252K 0.04%
969
-63
169
$248K 0.04%
561
-9
170
$246K 0.04%
4,318
+790
171
$238K 0.04%
1,035
+80
172
$238K 0.04%
1,741
-29
173
$234K 0.04%
3,337
174
$232K 0.04%
12,951
-261
175
$232K 0.04%
2,835
+150
5 6
7
8 9