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
$160M
AUM Growth
+$5.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
684
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.3M
3
+$854K
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$644K
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$493K

Top Sells

1
+$484K
2
+$95.4K
3
+$76K
4
ABBV icon
AbbVie
ABBV
+$65.4K
5
CAT icon
Caterpillar
CAT
+$62.8K

Sector Composition

1 Technology 2.09%
2 Financials 0.84%
3 Consumer Discretionary 0.75%
4 Communication Services 0.66%
5 Industrials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3.33K ﹤0.01%
9
-3
352
$3.31K ﹤0.01%
13
+3
353
$3.3K ﹤0.01%
41
+7
354
$3.29K ﹤0.01%
+50
355
$3.29K ﹤0.01%
48
-12
356
$3.25K ﹤0.01%
27
357
$3.24K ﹤0.01%
35
358
$3.17K ﹤0.01%
61
359
$3.16K ﹤0.01%
+100
360
$3.13K ﹤0.01%
40
361
$3.06K ﹤0.01%
41
-133
362
$3.01K ﹤0.01%
80
+15
363
$2.96K ﹤0.01%
12
364
$2.94K ﹤0.01%
14
365
$2.92K ﹤0.01%
+20
366
$2.92K ﹤0.01%
102
-1
367
$2.89K ﹤0.01%
+50
368
$2.86K ﹤0.01%
71
-95
369
$2.79K ﹤0.01%
10
370
$2.78K ﹤0.01%
32
371
$2.75K ﹤0.01%
423
372
$2.74K ﹤0.01%
486
373
$2.69K ﹤0.01%
+25
374
$2.67K ﹤0.01%
117
-25
375
$2.66K ﹤0.01%
27
13 14
15
16 17