VWA

Valued Wealth Advisors Portfolio holdings

AUM $216M
1-Year Est. Return 12.68%
This Quarter Est. Return
1 Year Est. Return
+12.68%
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
326
$2.65K ﹤0.01%
45
+39
327
$2.65K ﹤0.01%
20
+19
328
$2.64K ﹤0.01%
+30
329
$2.58K ﹤0.01%
4
330
$2.53K ﹤0.01%
1,330
331
$2.51K ﹤0.01%
7
332
$2.45K ﹤0.01%
+7
333
$2.45K ﹤0.01%
201
334
$2.41K ﹤0.01%
31
+21
335
$2.39K ﹤0.01%
+40
336
$2.38K ﹤0.01%
39
337
$2.36K ﹤0.01%
160
338
$2.34K ﹤0.01%
12
339
$2.34K ﹤0.01%
+12
340
$2.32K ﹤0.01%
34
+29
341
$2.32K ﹤0.01%
18
+16
342
$2.3K ﹤0.01%
35
343
$2.29K ﹤0.01%
15
-12
344
$2.27K ﹤0.01%
28
+4
345
$2.24K ﹤0.01%
17
346
$2.22K ﹤0.01%
4
347
$2.2K ﹤0.01%
30
+10
348
$2.17K ﹤0.01%
18
+15
349
$2.15K ﹤0.01%
8
+7
350
$2.13K ﹤0.01%
+10
12 13
14
15 16