WA

Wealth Architects Portfolio holdings

AUM $1.06B
1-Year Est. Return 16.5%
This Quarter Est. Return
1 Year Est. Return
+16.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$906M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$1.74M
3
+$1.72M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.6M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.33M

Top Sells

1
+$2.8M
2
+$1.59M
3
+$1.05M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$815K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$598K

Sector Composition

1 Technology 10.76%
2 Financials 3.27%
3 Healthcare 1.87%
4 Communication Services 1.84%
5 Consumer Discretionary 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$390K 0.04%
1,684
+6
152
$383K 0.04%
1,378
+2
153
$383K 0.04%
998
+81
154
$383K 0.04%
12,250
+3,187
155
$377K 0.04%
24,560
+53
156
$376K 0.04%
1,385
+79
157
$375K 0.04%
3,662
158
$371K 0.04%
+10,622
159
$368K 0.04%
6,031
+66
160
$362K 0.04%
4,999
161
$360K 0.04%
1,801
-371
162
$359K 0.04%
+3,128
163
$357K 0.04%
702
+23
164
$353K 0.04%
3,693
-913
165
$350K 0.04%
3,806
+20
166
$348K 0.04%
1,370
+3
167
$347K 0.04%
1,686
168
$346K 0.04%
+5,678
169
$345K 0.04%
2,888
+3
170
$344K 0.04%
5,764
+7
171
$344K 0.04%
7,108
+1,275
172
$343K 0.04%
1,212
+49
173
$335K 0.04%
3,394
-411
174
$334K 0.04%
6,901
+328
175
$333K 0.04%
1,258
+48
5 6
7
8 9