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
326
$1.64K ﹤0.01%
+26
327
$1.61K ﹤0.01%
+8
328
$1.59K ﹤0.01%
+24
329
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+5
330
$1.57K ﹤0.01%
+8
331
$1.56K ﹤0.01%
+4
332
$1.55K ﹤0.01%
+19
333
$1.54K ﹤0.01%
+17
334
$1.54K ﹤0.01%
+18
335
$1.52K ﹤0.01%
+26
336
$1.48K ﹤0.01%
+21
337
$1.48K ﹤0.01%
+10
338
$1.45K ﹤0.01%
+365
339
$1.44K ﹤0.01%
+8
340
$1.44K ﹤0.01%
+44
341
$1.44K ﹤0.01%
+35
342
$1.43K ﹤0.01%
+167
343
$1.43K ﹤0.01%
+5
344
$1.42K ﹤0.01%
+25
345
$1.42K ﹤0.01%
+7
346
$1.38K ﹤0.01%
+13
347
$1.38K ﹤0.01%
+16
348
$1.37K ﹤0.01%
+24
349
$1.37K ﹤0.01%
+17
350
$1.35K ﹤0.01%
+20
12 13
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15 16