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
276
$4.98K ﹤0.01%
15
277
$4.92K ﹤0.01%
25
+5
278
$4.87K ﹤0.01%
13
+9
279
$4.86K ﹤0.01%
32
+10
280
$4.63K ﹤0.01%
+34
281
$4.63K ﹤0.01%
44
+32
282
$4.6K ﹤0.01%
+87
283
$4.44K ﹤0.01%
+27
284
$4.41K ﹤0.01%
6
285
$4.3K ﹤0.01%
68
+19
286
$4.28K ﹤0.01%
925
287
$4.25K ﹤0.01%
11
+3
288
$4.22K ﹤0.01%
35
289
$4.2K ﹤0.01%
11
290
$4.2K ﹤0.01%
30
291
$4.16K ﹤0.01%
77
-1
292
$4.15K ﹤0.01%
16
-5
293
$4.13K ﹤0.01%
28
+13
294
$4.13K ﹤0.01%
496
295
$4.03K ﹤0.01%
167
296
$3.97K ﹤0.01%
25
-3
297
$3.87K ﹤0.01%
7
+2
298
$3.8K ﹤0.01%
88
+14
299
$3.71K ﹤0.01%
30
+12
300
$3.71K ﹤0.01%
50
10 11
12
13 14