VWA

Valued Wealth Advisors Portfolio holdings

AUM $247M
1-Year Est. Return 21.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$216M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
638
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.15M
3
+$2.12M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.86M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$969K

Top Sells

1
+$99.8K
2
+$78.3K
3
+$56.8K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$56.4K
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$42.5K

Sector Composition

1 Technology 1.59%
2 Financials 0.7%
3 Communication Services 0.6%
4 Consumer Discretionary 0.5%
5 Industrials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5.49K ﹤0.01%
11
277
$5.48K ﹤0.01%
7
278
$5.47K ﹤0.01%
23
+3
279
$5.32K ﹤0.01%
22
280
$5.32K ﹤0.01%
33
281
$5.26K ﹤0.01%
66
-15
282
$5.26K ﹤0.01%
27
+5
283
$5.21K ﹤0.01%
147
+36
284
$5.2K ﹤0.01%
88
285
$5.14K ﹤0.01%
50
286
$5.02K ﹤0.01%
52
287
$4.99K ﹤0.01%
16
288
$4.99K ﹤0.01%
74
289
$4.97K ﹤0.01%
44
+12
290
$4.88K ﹤0.01%
58
+7
291
$4.84K ﹤0.01%
5
292
$4.81K ﹤0.01%
14
293
$4.76K ﹤0.01%
142
294
$4.74K ﹤0.01%
25
295
$4.66K ﹤0.01%
61
296
$4.64K ﹤0.01%
93
297
$4.53K ﹤0.01%
166
298
$4.52K ﹤0.01%
16
299
$4.51K ﹤0.01%
100
300
$4.47K ﹤0.01%
16
10 11
12
13 14