WA
Wealth Architects Portfolio holdings
AUM
$984M
This Quarter Return
+3.36%
1 Year Return
+14.42%
3 Year Return
+51.52%
5 Year Return
+93.56%
10 Year Return
+184.39%
AUM
$170M
AUM Growth
–
Cap. Flow
+$170M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
70.44%
Holding
101
New
101
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$34.7M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$20.7M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$17.2M |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
$15.5M |
| 5 |
Vanguard Total World Stock ETF
VT
|
$7.56M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.93% |
| 2 | Financials | 2.96% |
| 3 | Healthcare | 2.46% |
| 4 | Industrials | 2.25% |
| 5 | Communication Services | 2.25% |
