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
$141M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$7.36M
3
+$3.82M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.39M
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.58M

Top Sells

1
+$12.4M
2
+$5.54M
3
+$1.33M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.18M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$97.6K

Sector Composition

1 Technology 1.77%
2 Financials 0.74%
3 Consumer Discretionary 0.6%
4 Communication Services 0.57%
5 Healthcare 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$289K 0.2%
11,446
-16
27
$288K 0.2%
1,597
+734
28
$271K 0.19%
559
+319
29
$261K 0.18%
2,003
-14
30
$218K 0.15%
1,878
+663
31
$214K 0.15%
407
+31
32
$207K 0.15%
1,876
+26
33
$173K 0.12%
1,910
+870
34
$157K 0.11%
1,820
+1,022
35
$155K 0.11%
403
+25
36
$153K 0.11%
763
+274
37
$127K 0.09%
839
+420
38
$122K 0.09%
166
+92
39
$115K 0.08%
753
-370
40
$105K 0.07%
1,539
-1
41
$96.8K 0.07%
730
+250
42
$93.3K 0.07%
590
+86
43
$87.6K 0.06%
1,405
+507
44
$86K 0.06%
174
+1
45
$81.7K 0.06%
105
+15
46
$80.6K 0.06%
+3,000
47
$79.3K 0.06%
455
+73
48
$78K 0.06%
4,432
+3,681
49
$77.4K 0.05%
308
+40
50
$74.5K 0.05%
1,720
+721
1
2
3 4 5