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
451
$1.27K ﹤0.01%
24
452
$1.24K ﹤0.01%
8
453
$1.23K ﹤0.01%
77
+1
454
$1.23K ﹤0.01%
7
455
$1.22K ﹤0.01%
6
456
$1.21K ﹤0.01%
+52
457
$1.2K ﹤0.01%
46
458
$1.19K ﹤0.01%
36
459
$1.18K ﹤0.01%
1
460
$1.17K ﹤0.01%
26
461
$1.17K ﹤0.01%
27
-2
462
$1.14K ﹤0.01%
9
463
$1.14K ﹤0.01%
19
-134
464
$1.12K ﹤0.01%
28
465
$1.12K ﹤0.01%
3
466
$1.11K ﹤0.01%
8
467
$1.11K ﹤0.01%
80
468
$1.11K ﹤0.01%
5
+1
469
$1.11K ﹤0.01%
9
470
$1.11K ﹤0.01%
3
471
$1.1K ﹤0.01%
26
472
$1.09K ﹤0.01%
30
473
$1.08K ﹤0.01%
5
474
$1.08K ﹤0.01%
14
-13
475
$1.08K ﹤0.01%
19
-6
17 18
19
20 21