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
401
$1.49K ﹤0.01%
11
+1
402
$1.48K ﹤0.01%
18
+2
403
$1.46K ﹤0.01%
35
404
$1.46K ﹤0.01%
119
405
$1.46K ﹤0.01%
31
+18
406
$1.44K ﹤0.01%
9
-21
407
$1.43K ﹤0.01%
36
+6
408
$1.4K ﹤0.01%
1
409
$1.39K ﹤0.01%
43
-4
410
$1.38K ﹤0.01%
36
411
$1.37K ﹤0.01%
8
+1
412
$1.37K ﹤0.01%
167
413
$1.33K ﹤0.01%
12
414
$1.33K ﹤0.01%
8
415
$1.32K ﹤0.01%
35
+15
416
$1.31K ﹤0.01%
11
417
$1.29K ﹤0.01%
45
-4
418
$1.28K ﹤0.01%
12
-2
419
$1.23K ﹤0.01%
50
420
$1.22K ﹤0.01%
21
421
$1.2K ﹤0.01%
19
422
$1.2K ﹤0.01%
12
-5
423
$1.19K ﹤0.01%
9
424
$1.19K ﹤0.01%
13
+6
425
$1.19K ﹤0.01%
56
15 16
17
18 19