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
176
$228K 0.04%
5,958
-458
177
$227K 0.04%
2,043
+52
178
$225K 0.04%
+9,975
179
$220K 0.04%
2,609
+182
180
$218K 0.04%
1,247
+36
181
$217K 0.04%
4,286
182
$216K 0.04%
7,846
183
$216K 0.04%
3,648
-176
184
$214K 0.04%
+3,294
185
$214K 0.04%
+1,172
186
$211K 0.04%
3,874
+39
187
$211K 0.04%
1,141
-23
188
$210K 0.04%
977
-213
189
$206K 0.04%
+792
190
$206K 0.04%
+924
191
$205K 0.03%
+2,257
192
$205K 0.03%
+5,070
193
$204K 0.03%
+2,572
194
$200K 0.03%
25,368
-456
195
$200K 0.03%
+5,521
196
$192K 0.03%
30,760
197
$182K 0.03%
11,163
-294
198
$165K 0.03%
+32,537
199
$139K 0.02%
15,187
+128
200
$115K 0.02%
+11,572
5 6 7
8
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