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
476
$657 ﹤0.01%
+14
477
$647 ﹤0.01%
18
-46
478
$640 ﹤0.01%
32
+31
479
$631 ﹤0.01%
17
+8
480
$628 ﹤0.01%
7
-1
481
$617 ﹤0.01%
+4
482
$616 ﹤0.01%
5
+2
483
$612 ﹤0.01%
+4
484
$610 ﹤0.01%
9
485
$602 ﹤0.01%
+2
486
$586 ﹤0.01%
17
+9
487
$586 ﹤0.01%
15
+11
488
$579 ﹤0.01%
3
+1
489
$568 ﹤0.01%
9
490
$552 ﹤0.01%
+1
491
$552 ﹤0.01%
3
492
$551 ﹤0.01%
160
+108
493
$540 ﹤0.01%
12
494
$537 ﹤0.01%
4
495
$523 ﹤0.01%
6
+3
496
$518 ﹤0.01%
4
497
$493 ﹤0.01%
+4
498
$483 ﹤0.01%
+5
499
$465 ﹤0.01%
2
-1
500
$462 ﹤0.01%
4
18 19
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