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
426
$1.18K ﹤0.01%
34
427
$1.17K ﹤0.01%
7
428
$1.15K ﹤0.01%
5
429
$1.13K ﹤0.01%
35
430
$1.13K ﹤0.01%
79
-18
431
$1.13K ﹤0.01%
22
-9
432
$1.11K ﹤0.01%
6
+1
433
$1.09K ﹤0.01%
6
434
$1.09K ﹤0.01%
4
435
$1.08K ﹤0.01%
10
436
$1.07K ﹤0.01%
80
+18
437
$1.06K ﹤0.01%
36
438
$1.04K ﹤0.01%
10
439
$1.01K ﹤0.01%
9
440
$976 ﹤0.01%
7
441
$976 ﹤0.01%
34
+8
442
$970 ﹤0.01%
40
443
$970 ﹤0.01%
2
444
$963 ﹤0.01%
18
445
$960 ﹤0.01%
11
+1
446
$947 ﹤0.01%
4
+1
447
$927 ﹤0.01%
2
448
$907 ﹤0.01%
21
+6
449
$906 ﹤0.01%
14
-4
450
$903 ﹤0.01%
9
16 17
18
19 20