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
501
$490 ﹤0.01%
5
502
$490 ﹤0.01%
4
+2
503
$484 ﹤0.01%
4
504
$482 ﹤0.01%
+3
505
$475 ﹤0.01%
3
506
$461 ﹤0.01%
4
+2
507
$459 ﹤0.01%
6
508
$441 ﹤0.01%
6
509
$431 ﹤0.01%
4
+2
510
$427 ﹤0.01%
6
511
$423 ﹤0.01%
+2
512
$420 ﹤0.01%
4
513
$418 ﹤0.01%
7
+3
514
$416 ﹤0.01%
2
515
$403 ﹤0.01%
13
516
$397 ﹤0.01%
5
517
$393 ﹤0.01%
15
+10
518
$385 ﹤0.01%
7
+4
519
$384 ﹤0.01%
18
520
$383 ﹤0.01%
4
521
$383 ﹤0.01%
4
522
$371 ﹤0.01%
12
523
$371 ﹤0.01%
5
+2
524
$367 ﹤0.01%
5
+3
525
$364 ﹤0.01%
5
19 20
21
22 23