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
176
$273K 0.03%
1,584
+20
177
$269K 0.03%
10,158
-1,909
178
$265K 0.03%
9,063
+119
179
$263K 0.03%
3,477
-406
180
$263K 0.03%
1,444
-112
181
$260K 0.03%
900
182
$260K 0.03%
+1,067
183
$252K 0.03%
+3,950
184
$251K 0.03%
2,922
+23
185
$249K 0.03%
20,615
186
$248K 0.03%
1,082
-112
187
$248K 0.03%
4,960
188
$245K 0.03%
7,188
189
$243K 0.03%
391
190
$237K 0.03%
1,696
-93
191
$232K 0.03%
478
-7
192
$231K 0.03%
2,238
-78
193
$230K 0.03%
810
194
$228K 0.03%
12,110
195
$227K 0.03%
+2,896
196
$226K 0.03%
1,750
-3
197
$225K 0.03%
11,391
198
$225K 0.03%
213
+1
199
$217K 0.02%
3,626
-98
200
$214K 0.02%
947
-57
5 6 7
8
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