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
351
$1.34K ﹤0.01%
+11
352
$1.33K ﹤0.01%
+15
353
$1.32K ﹤0.01%
+11
354
$1.3K ﹤0.01%
+18
355
$1.3K ﹤0.01%
+128
356
$1.29K ﹤0.01%
+8
357
$1.29K ﹤0.01%
+9
358
$1.28K ﹤0.01%
+5
359
$1.27K ﹤0.01%
+11
360
$1.25K ﹤0.01%
+22
361
$1.25K ﹤0.01%
+9
362
$1.23K ﹤0.01%
+48
363
$1.22K ﹤0.01%
+19
364
$1.21K ﹤0.01%
+36
365
$1.21K ﹤0.01%
+8
366
$1.2K ﹤0.01%
+6
367
$1.2K ﹤0.01%
+11
368
$1.2K ﹤0.01%
+28
369
$1.19K ﹤0.01%
+16
370
$1.18K ﹤0.01%
+56
371
$1.16K ﹤0.01%
+36
372
$1.14K ﹤0.01%
+27
373
$1.11K ﹤0.01%
+54
374
$1.08K ﹤0.01%
+25
375
$1.08K ﹤0.01%
+27
13 14
15
16 17