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
401
$2.24K ﹤0.01%
14
402
$2.24K ﹤0.01%
10
403
$2.23K ﹤0.01%
16
404
$2.2K ﹤0.01%
60
+19
405
$2.18K ﹤0.01%
9
406
$2.15K ﹤0.01%
18
407
$2.14K ﹤0.01%
26
408
$2.1K ﹤0.01%
28
409
$2.06K ﹤0.01%
4
410
$2.04K ﹤0.01%
10
411
$2.03K ﹤0.01%
64
-1
412
$1.98K ﹤0.01%
+18
413
$1.98K ﹤0.01%
31
-14
414
$1.93K ﹤0.01%
24
415
$1.91K ﹤0.01%
+73
416
$1.89K ﹤0.01%
+1,796
417
$1.89K ﹤0.01%
3
-6
418
$1.89K ﹤0.01%
28
419
$1.88K ﹤0.01%
12
420
$1.86K ﹤0.01%
27
-14
421
$1.85K ﹤0.01%
5
-4
422
$1.84K ﹤0.01%
68
-1
423
$1.78K ﹤0.01%
205
-97
424
$1.78K ﹤0.01%
33
425
$1.75K ﹤0.01%
17
15 16
17
18 19