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
$167M
AUM Growth
+$7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.14M
3
+$1.07M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$853K
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$658K

Top Sells

1
+$419K
2
+$303K
3
+$227K
4
AAPL icon
Apple
AAPL
+$143K
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$140K

Sector Composition

1 Technology 1.59%
2 Financials 0.85%
3 Healthcare 0.59%
4 Communication Services 0.59%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3.67K ﹤0.01%
42
352
$3.66K ﹤0.01%
12
353
$3.63K ﹤0.01%
+53
354
$3.63K ﹤0.01%
+150
355
$3.56K ﹤0.01%
+47
356
$3.49K ﹤0.01%
50
+9
357
$3.45K ﹤0.01%
92
358
$3.31K ﹤0.01%
5
-5
359
$3.26K ﹤0.01%
+72
360
$3.24K ﹤0.01%
14
361
$3.22K ﹤0.01%
12
362
$3.17K ﹤0.01%
5
-7
363
$3.15K ﹤0.01%
35
364
$3.14K ﹤0.01%
19
-16
365
$3.13K ﹤0.01%
28
-2,033
366
$3.08K ﹤0.01%
34
-7
367
$3.08K ﹤0.01%
91
+30
368
$3.06K ﹤0.01%
100
369
$3.04K ﹤0.01%
27
370
$3.03K ﹤0.01%
9
371
$3.02K ﹤0.01%
423
372
$2.98K ﹤0.01%
47
-1
373
$2.95K ﹤0.01%
45
374
$2.93K ﹤0.01%
56
375
$2.91K ﹤0.01%
39
-2
13 14
15
16 17