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
476
$689 ﹤0.01%
8
477
$672 ﹤0.01%
6
+2
478
$670 ﹤0.01%
8
+4
479
$663 ﹤0.01%
5
480
$650 ﹤0.01%
14
481
$645 ﹤0.01%
3
+1
482
$618 ﹤0.01%
10
483
$615 ﹤0.01%
32
484
$605 ﹤0.01%
18
+7
485
$604 ﹤0.01%
3
486
$597 ﹤0.01%
4
487
$594 ﹤0.01%
4
488
$591 ﹤0.01%
5
489
$581 ﹤0.01%
7
490
$580 ﹤0.01%
4
491
$563 ﹤0.01%
14
492
$555 ﹤0.01%
17
+8
493
$547 ﹤0.01%
31
+13
494
$543 ﹤0.01%
9
495
$531 ﹤0.01%
18
+1
496
$523 ﹤0.01%
12
497
$515 ﹤0.01%
1
498
$511 ﹤0.01%
3
499
$505 ﹤0.01%
2
500
$495 ﹤0.01%
12
+5
18 19
20
21 22