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
376
$2.82K ﹤0.01%
17
-9
377
$2.81K ﹤0.01%
160
378
$2.79K ﹤0.01%
30
379
$2.75K ﹤0.01%
21
380
$2.73K ﹤0.01%
486
381
$2.72K ﹤0.01%
17
382
$2.68K ﹤0.01%
24
-36
383
$2.68K ﹤0.01%
32
384
$2.64K ﹤0.01%
117
385
$2.47K ﹤0.01%
4
386
$2.45K ﹤0.01%
36
387
$2.44K ﹤0.01%
27
388
$2.43K ﹤0.01%
4
389
$2.42K ﹤0.01%
23
390
$2.41K ﹤0.01%
26
-4
391
$2.39K ﹤0.01%
10
392
$2.38K ﹤0.01%
102
393
$2.37K ﹤0.01%
14
394
$2.35K ﹤0.01%
20
395
$2.35K ﹤0.01%
234
-1,242
396
$2.34K ﹤0.01%
30
397
$2.34K ﹤0.01%
1,329
398
$2.34K ﹤0.01%
14
399
$2.26K ﹤0.01%
42
+9
400
$2.25K ﹤0.01%
13
14 15
16
17 18