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
$713M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$44.8M
2
+$11.7M
3
+$2.98M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$1.9M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.82M

Top Sells

1
+$4.68M
2
+$3.38M
3
+$1.03M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$718K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$571K

Sector Composition

1 Technology 8.61%
2 Financials 2.33%
3 Healthcare 2.11%
4 Communication Services 1.92%
5 Consumer Discretionary 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$314K 0.04%
2,168
-29
152
$310K 0.04%
1,287
+36
153
$308K 0.04%
5,527
-33
154
$302K 0.04%
20,615
155
$299K 0.04%
3,275
156
$299K 0.04%
678
+10
157
$293K 0.04%
2,879
+50
158
$287K 0.04%
1,740
+6
159
$283K 0.04%
1,905
-46
160
$282K 0.04%
2,526
+1
161
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3,893
-183
162
$273K 0.04%
8,067
163
$265K 0.04%
1,114
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164
$264K 0.04%
+543
165
$260K 0.04%
37,269
-9,063
166
$258K 0.04%
11,077
167
$257K 0.04%
1,190
-31
168
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169
$253K 0.04%
2,631
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170
$251K 0.04%
3,605
-32
171
$246K 0.03%
4,058
+22
172
$244K 0.03%
7,188
-75
173
$243K 0.03%
+990
174
$242K 0.03%
1,155
-329
175
$228K 0.03%
1,669
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7
8 9