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
451
$902 ﹤0.01%
19
+5
452
$871 ﹤0.01%
4
453
$871 ﹤0.01%
3
454
$862 ﹤0.01%
7
+1
455
$856 ﹤0.01%
45
456
$854 ﹤0.01%
11
-4
457
$852 ﹤0.01%
23
+6
458
$822 ﹤0.01%
4
+1
459
$818 ﹤0.01%
128
460
$813 ﹤0.01%
7
461
$805 ﹤0.01%
16
+11
462
$797 ﹤0.01%
5
463
$790 ﹤0.01%
3
464
$772 ﹤0.01%
14
-7
465
$769 ﹤0.01%
24
466
$756 ﹤0.01%
18
467
$751 ﹤0.01%
8
468
$747 ﹤0.01%
3
469
$739 ﹤0.01%
3
470
$728 ﹤0.01%
3
471
$720 ﹤0.01%
3
+1
472
$713 ﹤0.01%
8
473
$701 ﹤0.01%
9
474
$698 ﹤0.01%
4
475
$696 ﹤0.01%
13
17 18
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20 21