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
276
$3.8K ﹤0.01%
80
+21
277
$3.77K ﹤0.01%
24
+6
278
$3.72K ﹤0.01%
103
+1
279
$3.61K ﹤0.01%
5
-7
280
$3.58K ﹤0.01%
689
281
$3.55K ﹤0.01%
22
+5
282
$3.5K ﹤0.01%
11
+9
283
$3.47K ﹤0.01%
6
-3
284
$3.43K ﹤0.01%
151
+129
285
$3.42K ﹤0.01%
423
286
$3.4K ﹤0.01%
59
+31
287
$3.39K ﹤0.01%
44
288
$3.3K ﹤0.01%
14
289
$3.3K ﹤0.01%
+20
290
$3.29K ﹤0.01%
8
+5
291
$3.24K ﹤0.01%
14
292
$3.24K ﹤0.01%
22
+7
293
$3.24K ﹤0.01%
+125
294
$3.23K ﹤0.01%
15
+7
295
$3.22K ﹤0.01%
39
+18
296
$3.21K ﹤0.01%
19
+16
297
$3.21K ﹤0.01%
231
298
$3.21K ﹤0.01%
74
-8
299
$3.19K ﹤0.01%
49
-52
300
$3.16K ﹤0.01%
+57
10 11
12
13 14