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
476
$1.08K ﹤0.01%
15
477
$1.07K ﹤0.01%
6
478
$1.06K ﹤0.01%
13
479
$1.06K ﹤0.01%
26
-73
480
$1.05K ﹤0.01%
9
481
$1.05K ﹤0.01%
8
482
$1.04K ﹤0.01%
3
483
$1.03K ﹤0.01%
9
+5
484
$1.03K ﹤0.01%
31
485
$1.02K ﹤0.01%
24
486
$1.02K ﹤0.01%
2
487
$1.02K ﹤0.01%
3
488
$1.01K ﹤0.01%
7
489
$1K ﹤0.01%
22
490
$990 ﹤0.01%
5
491
$975 ﹤0.01%
38
-53
492
$960 ﹤0.01%
14
493
$925 ﹤0.01%
14
494
$924 ﹤0.01%
7
495
$910 ﹤0.01%
11
496
$908 ﹤0.01%
56
497
$905 ﹤0.01%
11
498
$902 ﹤0.01%
12
499
$901 ﹤0.01%
12
500
$898 ﹤0.01%
3
18 19
20
21 22