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
$478M
AUM Growth
-$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$2.05M
3
+$1.97M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$794K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$750K

Top Sells

1
+$1.03M
2
+$976K
3
+$952K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$698K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$604K

Sector Composition

1 Technology 6.18%
2 Healthcare 3.09%
3 Financials 2.25%
4 Consumer Discretionary 1.74%
5 Communication Services 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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190
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4 5 6 7
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