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
251
$3.26K ﹤0.01%
+689
252
$3.24K ﹤0.01%
+28
253
$3.16K ﹤0.01%
+486
254
$3.15K ﹤0.01%
+22
255
$3.13K ﹤0.01%
+99
256
$3.09K ﹤0.01%
+167
257
$3.06K ﹤0.01%
+1,071
258
$3.06K ﹤0.01%
+43
259
$3.01K ﹤0.01%
+31
260
$2.99K ﹤0.01%
+24
261
$2.99K ﹤0.01%
+423
262
$2.94K ﹤0.01%
+83
263
$2.94K ﹤0.01%
+26
264
$2.91K ﹤0.01%
+61
265
$2.86K ﹤0.01%
+82
266
$2.86K ﹤0.01%
+25
267
$2.85K ﹤0.01%
+14
268
$2.82K ﹤0.01%
+23
269
$2.82K ﹤0.01%
+17
270
$2.74K ﹤0.01%
+17
271
$2.7K ﹤0.01%
+7
272
$2.69K ﹤0.01%
+201
273
$2.62K ﹤0.01%
+10
274
$2.61K ﹤0.01%
+28
275
$2.59K ﹤0.01%
+28
9 10
11
12 13