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
26
$313K 0.22%
621
+62
27
$312K 0.21%
2,527
+617
28
$303K 0.21%
11,422
-24
29
$302K 0.21%
6,534
-22,006
30
$251K 0.17%
2,181
+303
31
$229K 0.16%
2,036
+33
32
$223K 0.15%
408
+1
33
$201K 0.14%
1,104
+265
34
$200K 0.14%
1,876
35
$188K 0.13%
1,024
+271
36
$178K 0.12%
880
+117
37
$171K 0.12%
201
+35
38
$155K 0.11%
1,841
+21
39
$147K 0.1%
427
+24
40
$136K 0.09%
850
+120
41
$131K 0.09%
840
+406
42
$120K 0.08%
359
+220
43
$119K 0.08%
1,539
44
$110K 0.08%
122
+17
45
$98.5K 0.07%
417
+81
46
$93.8K 0.06%
880
+200
47
$92.4K 0.06%
475
+20
48
$90.3K 0.06%
177
+3
49
$89.8K 0.06%
544
+185
50
$84.6K 0.06%
1,408
+3
1
2
3 4 5