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
426
$1.14K ﹤0.01%
9
427
$1.13K ﹤0.01%
27
428
$1.13K ﹤0.01%
36
+30
429
$1.09K ﹤0.01%
+4
430
$1.08K ﹤0.01%
7
+3
431
$1.08K ﹤0.01%
15
+8
432
$1.07K ﹤0.01%
6
433
$1.03K ﹤0.01%
3
+1
434
$1.03K ﹤0.01%
4
435
$1.03K ﹤0.01%
36
-18
436
$1.02K ﹤0.01%
9
437
$1.01K ﹤0.01%
21
-6
438
$1K ﹤0.01%
40
439
$987 ﹤0.01%
10
440
$966 ﹤0.01%
5
+4
441
$964 ﹤0.01%
128
442
$952 ﹤0.01%
18
443
$948 ﹤0.01%
+58
444
$938 ﹤0.01%
10
445
$929 ﹤0.01%
7
446
$902 ﹤0.01%
2
447
$879 ﹤0.01%
45
448
$875 ﹤0.01%
62
+31
449
$875 ﹤0.01%
3
450
$871 ﹤0.01%
9
+1
16 17
18
19 20