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
201
$239K 0.03%
1,128
+61
202
$238K 0.03%
+2,783
203
$234K 0.03%
678
-132
204
$234K 0.03%
3,682
+205
205
$230K 0.03%
+9,078
206
$230K 0.03%
3,842
-108
207
$228K 0.03%
4,960
208
$225K 0.02%
415
+24
209
$225K 0.02%
1,098
+16
210
$225K 0.02%
1,607
+23
211
$221K 0.02%
11,447
+56
212
$219K 0.02%
+2,379
213
$219K 0.02%
1,730
+25
214
$218K 0.02%
586
-4
215
$218K 0.02%
487
+9
216
$213K 0.02%
216
+3
217
$212K 0.02%
898
+3
218
$212K 0.02%
2,439
-39
219
$210K 0.02%
+966
220
$206K 0.02%
+1,881
221
$205K 0.02%
2,834
-40
222
$205K 0.02%
+3,515
223
$202K 0.02%
2,909
-13
224
$184K 0.02%
19,146
225
$180K 0.02%
24,608
6 7 8
9
10