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
426
$1.7K ﹤0.01%
26
427
$1.7K ﹤0.01%
31
428
$1.68K ﹤0.01%
11
-133
429
$1.66K ﹤0.01%
17
430
$1.63K ﹤0.01%
11
+1
431
$1.6K ﹤0.01%
19
432
$1.59K ﹤0.01%
16
433
$1.58K ﹤0.01%
45
-26
434
$1.56K ﹤0.01%
29
435
$1.54K ﹤0.01%
18
436
$1.54K ﹤0.01%
101
+5
437
$1.51K ﹤0.01%
39
438
$1.49K ﹤0.01%
30
-21
439
$1.47K ﹤0.01%
35
440
$1.46K ﹤0.01%
8
441
$1.45K ﹤0.01%
25
442
$1.43K ﹤0.01%
6
-9
443
$1.43K ﹤0.01%
5
444
$1.42K ﹤0.01%
5
445
$1.41K ﹤0.01%
6
446
$1.37K ﹤0.01%
44
447
$1.36K ﹤0.01%
28
448
$1.35K ﹤0.01%
10
449
$1.28K ﹤0.01%
4
450
$1.27K ﹤0.01%
5
16 17
18
19 20