VWA

Valued Wealth Advisors Portfolio holdings

AUM $167M
AUM
$167M
AUM Growth
+$7M
Cap. Flow
+$8.64M
Cap. Flow %
5.18%
Top 10 Hldgs %
80.13%
Holding
685
New
40
Increased
127
Reduced
143
Closed
32
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$2.24K0%14
$2.24K0%10
$2.23K0%16
$2.2K0%60
+19
+46%
+$698
$2.18K0%9
$2.15K0%18
$2.14K0%26
$2.1K0%28
$2.06K0%4
$2.04K0%10
$2.03K0%64
-1
-2%
-$32
$1.98K0%18 New
+$1.98K
$1.98K0%31
-14
-31%
-$895
$1.93K0%24
$1.91K0%73 New
+$1.91K
$1.89K0%1,796 New
+$1.89K
$1.89K0%3
-6
-67%
-$3.77K
$1.89K0%28
$1.88K0%12
$1.87K0%27
-14
-34%
-$967
$1.85K0%5
-4
-44%
-$1.48K
$1.84K0%68
-1
-1%
-$27
$1.78K0%205
-97
-32%
-$844
$1.78K0%33
$1.76K0%17