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
$713M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$44.8M
2
+$11.7M
3
+$2.98M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$1.9M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.82M

Top Sells

1
+$4.68M
2
+$3.38M
3
+$1.03M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$718K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$571K

Sector Composition

1 Technology 8.61%
2 Financials 2.33%
3 Healthcare 2.11%
4 Communication Services 1.92%
5 Consumer Discretionary 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-30,748
202
– –
-11,110
203
– –
-8,573
204
– –
-99,045
205
– –
-14,077
5 6 7 8
9