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
401
$1.43K ﹤0.01%
56
402
$1.42K ﹤0.01%
4
+3
403
$1.42K ﹤0.01%
16
+13
404
$1.42K ﹤0.01%
+21
405
$1.41K ﹤0.01%
56
+10
406
$1.41K ﹤0.01%
21
-5
407
$1.4K ﹤0.01%
4
-7
408
$1.39K ﹤0.01%
8
409
$1.34K ﹤0.01%
365
410
$1.34K ﹤0.01%
+119
411
$1.33K ﹤0.01%
1
-1
412
$1.33K ﹤0.01%
19
413
$1.32K ﹤0.01%
5
414
$1.32K ﹤0.01%
+19
415
$1.29K ﹤0.01%
35
-1
416
$1.29K ﹤0.01%
7
417
$1.28K ﹤0.01%
34
-12
418
$1.25K ﹤0.01%
+50
419
$1.24K ﹤0.01%
5
420
$1.22K ﹤0.01%
10
-24
421
$1.22K ﹤0.01%
+30
422
$1.21K ﹤0.01%
12
+9
423
$1.17K ﹤0.01%
11
-21
424
$1.16K ﹤0.01%
69
+38
425
$1.15K ﹤0.01%
15
-1
15 16
17
18 19