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
$141M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$7.36M
3
+$3.82M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.39M
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.58M

Top Sells

1
+$12.4M
2
+$5.54M
3
+$1.33M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.18M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$97.6K

Sector Composition

1 Technology 1.77%
2 Financials 0.74%
3 Consumer Discretionary 0.6%
4 Communication Services 0.57%
5 Healthcare 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.87K ﹤0.01%
1,558
227
$6.79K ﹤0.01%
17
+2
228
$6.75K ﹤0.01%
73
+22
229
$6.71K ﹤0.01%
40
+19
230
$6.64K ﹤0.01%
17
+10
231
$6.41K ﹤0.01%
+39
232
$6.14K ﹤0.01%
38
+15
233
$6.04K ﹤0.01%
36
+27
234
$6.03K ﹤0.01%
38
+32
235
$5.98K ﹤0.01%
30
+17
236
$5.95K ﹤0.01%
29
+9
237
$5.87K ﹤0.01%
+276
238
$5.83K ﹤0.01%
+220
239
$5.78K ﹤0.01%
7
240
$5.72K ﹤0.01%
30
+17
241
$5.56K ﹤0.01%
27
+9
242
$5.55K ﹤0.01%
16
243
$5.47K ﹤0.01%
15
+3
244
$5.43K ﹤0.01%
34
245
$5.25K ﹤0.01%
21
+5
246
$5.11K ﹤0.01%
155
+75
247
$5.05K ﹤0.01%
9
248
$4.9K ﹤0.01%
297
249
$4.87K ﹤0.01%
62
+28
250
$4.85K ﹤0.01%
5
+2
8 9
10
11 12