VWA

Valued Wealth Advisors Portfolio holdings

AUM $247M
1-Year Est. Return 21.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$216M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
638
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.15M
3
+$2.12M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.86M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$969K

Top Sells

1
+$99.8K
2
+$78.3K
3
+$56.8K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$56.4K
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$42.5K

Sector Composition

1 Technology 1.59%
2 Financials 0.7%
3 Communication Services 0.6%
4 Consumer Discretionary 0.5%
5 Industrials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.28K ﹤0.01%
3
427
$1.27K ﹤0.01%
8
428
$1.27K ﹤0.01%
9
+1
429
$1.27K ﹤0.01%
10
+1
430
$1.26K ﹤0.01%
24
431
$1.26K ﹤0.01%
8
432
$1.24K ﹤0.01%
27
-3
433
$1.24K ﹤0.01%
11
434
$1.23K ﹤0.01%
5
-52
435
$1.22K ﹤0.01%
14
436
$1.21K ﹤0.01%
19
437
$1.19K ﹤0.01%
8
438
$1.18K ﹤0.01%
30
439
$1.17K ﹤0.01%
10
440
$1.16K ﹤0.01%
9
441
$1.16K ﹤0.01%
29
+2
442
$1.15K ﹤0.01%
20
443
$1.13K ﹤0.01%
5
+1
444
$1.13K ﹤0.01%
15
445
$1.12K ﹤0.01%
4
-1
446
$1.1K ﹤0.01%
29
+1
447
$1.09K ﹤0.01%
5
448
$1.08K ﹤0.01%
14
449
$1.07K ﹤0.01%
2
450
$1.06K ﹤0.01%
35
16 17
18
19 20