VWA

Valued Wealth Advisors Portfolio holdings

AUM $247M
1-Year Est. Return 21.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$216M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
638
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.15M
3
+$2.12M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.86M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$969K

Top Sells

1
+$99.8K
2
+$78.3K
3
+$56.8K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$56.4K
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$42.5K

Sector Composition

1 Technology 1.59%
2 Financials 0.7%
3 Communication Services 0.6%
4 Consumer Discretionary 0.5%
5 Industrials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2.29K ﹤0.01%
58
377
$2.28K ﹤0.01%
16
378
$2.19K ﹤0.01%
4
379
$2.18K ﹤0.01%
26
380
$2.14K ﹤0.01%
32
381
$2.11K ﹤0.01%
23
382
$2.07K ﹤0.01%
9
383
$2.05K ﹤0.01%
+26
384
$2.04K ﹤0.01%
31
-2
385
$2.03K ﹤0.01%
+26
386
$2K ﹤0.01%
24
387
$2K ﹤0.01%
+20
388
$1.86K ﹤0.01%
5
389
$1.84K ﹤0.01%
11
+2
390
$1.82K ﹤0.01%
16
+10
391
$1.8K ﹤0.01%
4
392
$1.75K ﹤0.01%
6
393
$1.74K ﹤0.01%
10
+2
394
$1.73K ﹤0.01%
145
+78
395
$1.7K ﹤0.01%
11
396
$1.69K ﹤0.01%
60
397
$1.68K ﹤0.01%
12
-1
398
$1.68K ﹤0.01%
18
399
$1.63K ﹤0.01%
39
400
$1.6K ﹤0.01%
17
14 15
16
17 18