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
$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
376
$1.7K ﹤0.01%
33
-44
377
$1.7K ﹤0.01%
44
378
$1.69K ﹤0.01%
17
379
$1.68K ﹤0.01%
167
380
$1.67K ﹤0.01%
59
-24
381
$1.66K ﹤0.01%
31
+18
382
$1.64K ﹤0.01%
49
+43
383
$1.63K ﹤0.01%
47
+36
384
$1.61K ﹤0.01%
18
+8
385
$1.6K ﹤0.01%
24
-1
386
$1.6K ﹤0.01%
80
387
$1.59K ﹤0.01%
+5
388
$1.58K ﹤0.01%
49
-34
389
$1.58K ﹤0.01%
36
390
$1.54K ﹤0.01%
97
+72
391
$1.52K ﹤0.01%
+12
392
$1.51K ﹤0.01%
25
+3
393
$1.51K ﹤0.01%
24
+21
394
$1.5K ﹤0.01%
+9
395
$1.49K ﹤0.01%
+20
396
$1.47K ﹤0.01%
11
397
$1.47K ﹤0.01%
11
398
$1.46K ﹤0.01%
37
+26
399
$1.44K ﹤0.01%
39
-598
400
$1.44K ﹤0.01%
18
+10
14 15
16
17 18