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
251
$4.84K ﹤0.01%
12
252
$4.83K ﹤0.01%
50
253
$4.82K ﹤0.01%
28
+3
254
$4.74K ﹤0.01%
170
+88
255
$4.68K ﹤0.01%
52
+17
256
$4.64K ﹤0.01%
64
+24
257
$4.53K ﹤0.01%
48
-71
258
$4.49K ﹤0.01%
54
+30
259
$4.48K ﹤0.01%
925
260
$4.43K ﹤0.01%
35
261
$4.38K ﹤0.01%
486
262
$4.38K ﹤0.01%
59
+33
263
$4.31K ﹤0.01%
20
+14
264
$4.23K ﹤0.01%
98
+76
265
$4.22K ﹤0.01%
78
-3
266
$4.18K ﹤0.01%
8
-2
267
$4.16K ﹤0.01%
140
268
$4.13K ﹤0.01%
14
+10
269
$4.09K ﹤0.01%
30
270
$4.04K ﹤0.01%
20
271
$4.02K ﹤0.01%
29
+1
272
$4K ﹤0.01%
20
273
$3.93K ﹤0.01%
75
+50
274
$3.89K ﹤0.01%
99
275
$3.84K ﹤0.01%
15
+7
9 10
11
12 13