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
351
$2.09K ﹤0.01%
47
+12
352
$2.08K ﹤0.01%
12
353
$2.06K ﹤0.01%
41
-20
354
$2.03K ﹤0.01%
+20
355
$2.02K ﹤0.01%
8
+4
356
$1.99K ﹤0.01%
19
357
$1.99K ﹤0.01%
23
+5
358
$1.98K ﹤0.01%
10
359
$1.95K ﹤0.01%
25
-1
360
$1.94K ﹤0.01%
46
361
$1.93K ﹤0.01%
33
-2
362
$1.92K ﹤0.01%
36
-10
363
$1.9K ﹤0.01%
10
+8
364
$1.9K ﹤0.01%
50
+42
365
$1.89K ﹤0.01%
34
-25
366
$1.88K ﹤0.01%
35
367
$1.86K ﹤0.01%
14
+1
368
$1.85K ﹤0.01%
10
-1
369
$1.84K ﹤0.01%
20
+7
370
$1.83K ﹤0.01%
17
371
$1.78K ﹤0.01%
24
372
$1.76K ﹤0.01%
+16
373
$1.73K ﹤0.01%
+7
374
$1.72K ﹤0.01%
9
375
$1.71K ﹤0.01%
143
+92
13 14
15
16 17