VWA

Valued Wealth Advisors Portfolio holdings

AUM $216M
1-Year Est. Return 12.68%
This Quarter Est. Return
1 Year Est. Return
+12.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
+$7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.14M
3
+$1.07M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$853K
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$658K

Top Sells

1
+$419K
2
+$303K
3
+$227K
4
AAPL icon
Apple
AAPL
+$143K
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$140K

Sector Composition

1 Technology 1.59%
2 Financials 0.85%
3 Healthcare 0.59%
4 Communication Services 0.59%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.91K 0.01%
33
227
$9.91K 0.01%
56
-7
228
$9.91K 0.01%
52
+18
229
$9.88K 0.01%
105
-2
230
$9.88K 0.01%
211
231
$9.85K 0.01%
179
+29
232
$9.73K 0.01%
148
233
$9.69K 0.01%
99
234
$9.59K 0.01%
378
+110
235
$9.49K 0.01%
+65
236
$9.29K 0.01%
38
237
$9.17K 0.01%
162
238
$9.14K 0.01%
173
-33
239
$9.08K 0.01%
198
+1
240
$8.99K 0.01%
23
-15
241
$8.99K 0.01%
247
-495
242
$8.91K 0.01%
33
-11
243
$8.89K 0.01%
174
-205
244
$8.88K 0.01%
48
245
$8.87K 0.01%
52
-90
246
$8.83K 0.01%
75
+8
247
$8.74K 0.01%
17
248
$8.69K 0.01%
257
249
$8.67K 0.01%
54
-1
250
$8.66K 0.01%
72
-9
8 9
10
11 12