VWA

Valued Wealth Advisors Portfolio holdings

AUM $192M
1-Year Est. Return 11.95%
This Quarter Est. Return
1 Year Est. Return
+11.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$15M
3
+$13.8M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$12.8M
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$6.76M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.49%
2 Healthcare 0.57%
3 Financials 0.48%
4 Consumer Discretionary 0.47%
5 Industrials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.89K ﹤0.01%
+41
227
$3.85K ﹤0.01%
+50
228
$3.84K ﹤0.01%
+34
229
$3.8K ﹤0.01%
+3
230
$3.69K ﹤0.01%
+20
231
$3.67K ﹤0.01%
+32
232
$3.66K ﹤0.01%
+100
233
$3.65K ﹤0.01%
+77
234
$3.65K ﹤0.01%
+16
235
$3.6K ﹤0.01%
+35
236
$3.57K ﹤0.01%
+231
237
$3.57K ﹤0.01%
+34
238
$3.56K ﹤0.01%
+140
239
$3.53K ﹤0.01%
+192
240
$3.52K ﹤0.01%
+15
241
$3.51K ﹤0.01%
+30
242
$3.48K ﹤0.01%
+925
243
$3.46K ﹤0.01%
+59
244
$3.44K ﹤0.01%
+12
245
$3.43K ﹤0.01%
+18
246
$3.33K ﹤0.01%
+14
247
$3.33K ﹤0.01%
+102
248
$3.31K ﹤0.01%
+32
249
$3.3K ﹤0.01%
+72
250
$3.27K ﹤0.01%
+16
8 9
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