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
$146M
AUM Growth
+$4.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$966K
3
+$852K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$678K
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$435K

Top Sells

1
+$1.02M
2
+$209K
3
+$80.6K
4
JXN icon
Jackson Financial
JXN
+$66.1K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$61K

Sector Composition

1 Technology 2.09%
2 Financials 0.79%
3 Industrials 0.67%
4 Communication Services 0.66%
5 Consumer Discretionary 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.85K 0.01%
58
227
$7.85K 0.01%
131
+72
228
$7.85K 0.01%
45
+9
229
$7.83K 0.01%
145
+70
230
$7.72K 0.01%
676
231
$7.63K 0.01%
217
+168
232
$7.46K 0.01%
48
+10
233
$7.32K 0.01%
58
234
$7.28K 0.01%
48
+28
235
$7.2K ﹤0.01%
211
236
$7.01K ﹤0.01%
80
+16
237
$7.01K ﹤0.01%
72
+24
238
$6.95K ﹤0.01%
174
+112
239
$6.87K ﹤0.01%
63
+3
240
$6.86K ﹤0.01%
24
+3
241
$6.81K ﹤0.01%
1,558
242
$6.8K ﹤0.01%
255
+85
243
$6.66K ﹤0.01%
39
244
$6.62K ﹤0.01%
85
-8
245
$6.59K ﹤0.01%
109
+85
246
$6.59K ﹤0.01%
100
247
$6.53K ﹤0.01%
93
+34
248
$6.47K ﹤0.01%
37
+15
249
$6.38K ﹤0.01%
108
-54
250
$6.37K ﹤0.01%
23
+9
8 9
10
11 12