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
526
$315 ﹤0.01%
3
527
$300 ﹤0.01%
+3
528
$294 ﹤0.01%
3
529
$284 ﹤0.01%
+3
530
$282 ﹤0.01%
+5
531
$276 ﹤0.01%
6
532
$273 ﹤0.01%
5
533
$268 ﹤0.01%
+4
534
$264 ﹤0.01%
6
535
$261 ﹤0.01%
+9
536
$259 ﹤0.01%
+2
537
$259 ﹤0.01%
2
538
$258 ﹤0.01%
+4
539
$249 ﹤0.01%
9
540
$249 ﹤0.01%
+4
541
$248 ﹤0.01%
4
542
$248 ﹤0.01%
+5
543
$238 ﹤0.01%
+2
544
$236 ﹤0.01%
+1
545
$236 ﹤0.01%
+1
546
$231 ﹤0.01%
+2
547
$215 ﹤0.01%
+5
548
$214 ﹤0.01%
1
549
$214 ﹤0.01%
+1
550
$205 ﹤0.01%
+4
20 21
22
23 24