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
376
$1.07K ﹤0.01%
+5
377
$1.04K ﹤0.01%
+7
378
$1.02K ﹤0.01%
+25
379
$984 ﹤0.01%
+13
380
$984 ﹤0.01%
+3
381
$981 ﹤0.01%
+9
382
$941 ﹤0.01%
+45
383
$936 ﹤0.01%
+46
384
$929 ﹤0.01%
+10
385
$914 ﹤0.01%
+4
386
$914 ﹤0.01%
+5
387
$903 ﹤0.01%
+9
388
$888 ﹤0.01%
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389
$859 ﹤0.01%
+35
390
$845 ﹤0.01%
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391
$843 ﹤0.01%
+7
392
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393
$833 ﹤0.01%
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394
$816 ﹤0.01%
+52
395
$787 ﹤0.01%
+4
396
$787 ﹤0.01%
+4
397
$772 ﹤0.01%
+23
398
$772 ﹤0.01%
+71
399
$766 ﹤0.01%
+7
400
$756 ﹤0.01%
+2
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