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
$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
376
$1.8K ﹤0.01%
23
377
$1.8K ﹤0.01%
33
378
$1.78K ﹤0.01%
19
379
$1.77K ﹤0.01%
24
380
$1.77K ﹤0.01%
33
381
$1.75K ﹤0.01%
7
382
$1.75K ﹤0.01%
9
383
$1.74K ﹤0.01%
16
384
$1.71K ﹤0.01%
24
385
$1.69K ﹤0.01%
20
+2
386
$1.66K ﹤0.01%
46
387
$1.66K ﹤0.01%
34
+13
388
$1.64K ﹤0.01%
17
389
$1.64K ﹤0.01%
7
390
$1.63K ﹤0.01%
+3
391
$1.62K ﹤0.01%
+4
392
$1.58K ﹤0.01%
44
393
$1.57K ﹤0.01%
22
+2
394
$1.57K ﹤0.01%
80
395
$1.57K ﹤0.01%
60
+4
396
$1.55K ﹤0.01%
29
+4
397
$1.52K ﹤0.01%
5
398
$1.51K ﹤0.01%
44
+8
399
$1.51K ﹤0.01%
11
400
$1.49K ﹤0.01%
39
14 15
16
17 18