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
$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
351
$2.34K ﹤0.01%
1,329
-1
352
$2.33K ﹤0.01%
69
+32
353
$2.31K ﹤0.01%
49
+4
354
$2.25K ﹤0.01%
13
-6
355
$2.22K ﹤0.01%
39
356
$2.18K ﹤0.01%
4
357
$2.18K ﹤0.01%
20
358
$2.12K ﹤0.01%
47
359
$2.12K ﹤0.01%
12
360
$2.1K ﹤0.01%
197
+54
361
$2.08K ﹤0.01%
135
-16
362
$2.08K ﹤0.01%
18
+8
363
$2.02K ﹤0.01%
4
364
$2.01K ﹤0.01%
17
365
$2K ﹤0.01%
28
366
$2K ﹤0.01%
27
-4
367
$1.95K ﹤0.01%
47
-3
368
$1.92K ﹤0.01%
12
369
$1.92K ﹤0.01%
10
370
$1.86K ﹤0.01%
25
371
$1.85K ﹤0.01%
8
-7
372
$1.85K ﹤0.01%
17
373
$1.84K ﹤0.01%
45
-5
374
$1.83K ﹤0.01%
10
375
$1.83K ﹤0.01%
23
-8
13 14
15
16 17