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
176
$326K 0.04%
2,530
+1
177
$325K 0.04%
1,212
+339
178
$316K 0.03%
+6,932
179
$314K 0.03%
3,275
180
$300K 0.03%
1,954
-255
181
$298K 0.03%
6,348
-1,505
182
$292K 0.03%
7,909
-231
183
$288K 0.03%
3,178
-31
184
$282K 0.03%
1,497
185
$274K 0.03%
50,231
186
$273K 0.03%
+582
187
$270K 0.03%
+9,655
188
$267K 0.03%
4,513
-87
189
$262K 0.03%
7,188
190
$256K 0.03%
4,153
-29
191
$254K 0.03%
1,729
-21
192
$249K 0.03%
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193
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194
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2,216
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195
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3,619
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196
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1,438
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197
$244K 0.03%
2,338
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198
$244K 0.03%
900
199
$244K 0.03%
16,502
200
$240K 0.03%
20,615
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8
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