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
301
$3.71K ﹤0.01%
423
302
$3.69K ﹤0.01%
12
303
$3.65K ﹤0.01%
+18
304
$3.65K ﹤0.01%
10
+3
305
$3.64K ﹤0.01%
85
+5
306
$3.57K ﹤0.01%
20
307
$3.51K ﹤0.01%
74
+33
308
$3.47K ﹤0.01%
103
309
$3.4K ﹤0.01%
17
+7
310
$3.4K ﹤0.01%
14
311
$3.36K ﹤0.01%
+21
312
$3.36K ﹤0.01%
15
313
$3.31K ﹤0.01%
39
314
$3.3K ﹤0.01%
57
315
$3.29K ﹤0.01%
29
316
$3.28K ﹤0.01%
42
317
$3.28K ﹤0.01%
+40
318
$3.27K ﹤0.01%
11
+3
319
$3.23K ﹤0.01%
11
320
$3.2K ﹤0.01%
44
321
$3.15K ﹤0.01%
126
+1
322
$3.11K ﹤0.01%
486
323
$3.1K ﹤0.01%
140
324
$3.1K ﹤0.01%
36
+17
325
$3.07K ﹤0.01%
107
+48
11 12
13
14 15