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
301
$3.14K ﹤0.01%
11
+8
302
$3.13K ﹤0.01%
45
-126
303
$3.13K ﹤0.01%
22
+20
304
$3.12K ﹤0.01%
32
+8
305
$3.1K ﹤0.01%
167
306
$3.09K ﹤0.01%
29
+1
307
$3.08K ﹤0.01%
17
308
$3.07K ﹤0.01%
82
+34
309
$3.04K ﹤0.01%
496
310
$2.94K ﹤0.01%
12
+7
311
$2.91K ﹤0.01%
5
-9
312
$2.89K ﹤0.01%
42
313
$2.79K ﹤0.01%
62
+39
314
$2.78K ﹤0.01%
+20
315
$2.75K ﹤0.01%
7
+2
316
$2.74K ﹤0.01%
47
+12
317
$2.73K ﹤0.01%
+107
318
$2.72K ﹤0.01%
31
-45
319
$2.72K ﹤0.01%
27
320
$2.71K ﹤0.01%
50
-54
321
$2.71K ﹤0.01%
31
322
$2.7K ﹤0.01%
9
+2
323
$2.69K ﹤0.01%
+61
324
$2.68K ﹤0.01%
+96
325
$2.67K ﹤0.01%
+98
11 12
13
14 15