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
276
$6.49K ﹤0.01%
11
277
$6.44K ﹤0.01%
24
278
$6.33K ﹤0.01%
+257
279
$6.29K ﹤0.01%
43
-3
280
$6.25K ﹤0.01%
496
281
$6.2K ﹤0.01%
925
282
$6.13K ﹤0.01%
78
-8
283
$6.12K ﹤0.01%
212
+28
284
$6.09K ﹤0.01%
38
285
$5.98K ﹤0.01%
12
286
$5.92K ﹤0.01%
676
287
$5.87K ﹤0.01%
104
-5
288
$5.82K ﹤0.01%
297
289
$5.74K ﹤0.01%
42
+5
290
$5.71K ﹤0.01%
7
291
$5.65K ﹤0.01%
93
+14
292
$5.62K ﹤0.01%
45
-18
293
$5.6K ﹤0.01%
43
294
$5.54K ﹤0.01%
16
295
$5.47K ﹤0.01%
93
296
$5.41K ﹤0.01%
47
-18
297
$5.38K ﹤0.01%
24
-6
298
$5.27K ﹤0.01%
35
299
$5.19K ﹤0.01%
+76
300
$5.19K ﹤0.01%
30
10 11
12
13 14