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
326
$3.04K ﹤0.01%
45
327
$3.03K ﹤0.01%
34
+14
328
$3.03K ﹤0.01%
31
329
$3.02K ﹤0.01%
99
330
$2.99K ﹤0.01%
10
-7
331
$2.97K ﹤0.01%
47
332
$2.96K ﹤0.01%
9
333
$2.95K ﹤0.01%
49
+15
334
$2.95K ﹤0.01%
7
335
$2.94K ﹤0.01%
96
336
$2.89K ﹤0.01%
32
337
$2.87K ﹤0.01%
20
338
$2.87K ﹤0.01%
27
339
$2.86K ﹤0.01%
107
340
$2.81K ﹤0.01%
61
341
$2.76K ﹤0.01%
158
+89
342
$2.76K ﹤0.01%
160
343
$2.66K ﹤0.01%
11
+3
344
$2.64K ﹤0.01%
98
345
$2.62K ﹤0.01%
30
346
$2.62K ﹤0.01%
40
347
$2.56K ﹤0.01%
14
348
$2.52K ﹤0.01%
35
349
$2.44K ﹤0.01%
51
+17
350
$2.42K ﹤0.01%
12
12 13
14
15 16