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
251
$8.6K 0.01%
117
252
$8.56K 0.01%
74
-13
253
$8.4K 0.01%
53
254
$8.15K ﹤0.01%
206
-74
255
$8.12K ﹤0.01%
222
-76
256
$7.95K ﹤0.01%
18
257
$7.92K ﹤0.01%
46
258
$7.91K ﹤0.01%
+294
259
$7.88K ﹤0.01%
268
-685
260
$7.84K ﹤0.01%
111
-28
261
$7.62K ﹤0.01%
63
+26
262
$7.51K ﹤0.01%
34
263
$7.26K ﹤0.01%
1,558
264
$7.25K ﹤0.01%
42
-103
265
$7.15K ﹤0.01%
100
266
$6.96K ﹤0.01%
26
267
$6.91K ﹤0.01%
118
268
$6.83K ﹤0.01%
48
269
$6.83K ﹤0.01%
33
-12
270
$6.79K ﹤0.01%
17
271
$6.76K ﹤0.01%
38
272
$6.62K ﹤0.01%
87
273
$6.59K ﹤0.01%
15
+2
274
$6.52K ﹤0.01%
15
-2
275
$6.51K ﹤0.01%
84
-10
9 10
11
12 13