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
$108M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$15M
3
+$13.8M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$12.8M
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$6.76M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.49%
2 Healthcare 0.57%
3 Financials 0.48%
4 Consumer Discretionary 0.47%
5 Industrials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$2.06K ﹤0.01%
+8
302
$2.04K ﹤0.01%
+46
303
$2.02K ﹤0.01%
+44
304
$2.01K ﹤0.01%
+13
305
$1.96K ﹤0.01%
+160
306
$1.95K ﹤0.01%
+42
307
$1.94K ﹤0.01%
+46
308
$1.94K ﹤0.01%
+20
309
$1.93K ﹤0.01%
+35
310
$1.89K ﹤0.01%
+15
311
$1.84K ﹤0.01%
+17
312
$1.84K ﹤0.01%
+121
313
$1.84K ﹤0.01%
+40
314
$1.81K ﹤0.01%
+35
315
$1.8K ﹤0.01%
+26
316
$1.79K ﹤0.01%
+24
317
$1.77K ﹤0.01%
+3
318
$1.76K ﹤0.01%
+4
319
$1.74K ﹤0.01%
+46
320
$1.74K ﹤0.01%
+12
321
$1.73K ﹤0.01%
+12
322
$1.73K ﹤0.01%
+35
323
$1.72K ﹤0.01%
+6
324
$1.7K ﹤0.01%
+59
325
$1.67K ﹤0.01%
+80
11 12
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14 15