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
251
$6.32K ﹤0.01%
30
+3
252
$6.29K ﹤0.01%
336
+278
253
$6.06K ﹤0.01%
27
-25
254
$6.01K ﹤0.01%
33
-8
255
$5.92K ﹤0.01%
161
+79
256
$5.89K ﹤0.01%
118
257
$5.83K ﹤0.01%
88
+26
258
$5.82K ﹤0.01%
9
+4
259
$5.81K ﹤0.01%
36
+12
260
$5.74K ﹤0.01%
36
+16
261
$5.62K ﹤0.01%
276
262
$5.35K ﹤0.01%
78
-86
263
$5.3K ﹤0.01%
7
264
$5.24K ﹤0.01%
77
+47
265
$5.22K ﹤0.01%
689
266
$5.14K ﹤0.01%
16
267
$5.14K ﹤0.01%
+43
268
$5.12K ﹤0.01%
69
+15
269
$5.11K ﹤0.01%
5
270
$5.09K ﹤0.01%
297
271
$5.09K ﹤0.01%
30
+8
272
$5.07K ﹤0.01%
9
273
$5.07K ﹤0.01%
34
274
$5.03K ﹤0.01%
13
+9
275
$4.99K ﹤0.01%
17
-5
9 10
11
12 13