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
$886M
AUM Growth
+$2.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.69M
3
+$2.39M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$2.11M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.82M

Top Sells

1
+$1.7M
2
+$893K
3
+$841K
4
META icon
Meta Platforms (Facebook)
META
+$797K
5
VV icon
Vanguard Large-Cap ETF
VV
+$585K

Sector Composition

1 Technology 11.04%
2 Financials 2.5%
3 Communication Services 1.89%
4 Healthcare 1.55%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$350K 0.04%
50,231
152
$348K 0.04%
4,854
+221
153
$339K 0.04%
2,209
-51
154
$339K 0.04%
1,678
-54
155
$338K 0.04%
679
-14
156
$337K 0.04%
5,965
+302
157
$331K 0.04%
2,450
-45
158
$326K 0.04%
24,507
-1,066
159
$323K 0.04%
2,529
+1
160
$322K 0.04%
+314
161
$321K 0.04%
3,786
+17
162
$311K 0.04%
13,672
+1,373
163
$309K 0.03%
1,376
-1
164
$308K 0.03%
4,999
-241
165
$305K 0.03%
8,140
-379
166
$305K 0.03%
3,275
167
$300K 0.03%
1,705
-77
168
$298K 0.03%
6,573
-9
169
$292K 0.03%
873
-351
170
$291K 0.03%
1,210
-13
171
$286K 0.03%
3,209
-136
172
$285K 0.03%
4,600
-45
173
$279K 0.03%
1,163
-12
174
$279K 0.03%
+5,833
175
$277K 0.03%
1,497
-243
5 6
7
8 9