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
526
$363 ﹤0.01%
7
+4
527
$359 ﹤0.01%
15
+10
528
$357 ﹤0.01%
7
529
$351 ﹤0.01%
3
530
$344 ﹤0.01%
51
531
$343 ﹤0.01%
13
+8
532
$340 ﹤0.01%
7
+3
533
$328 ﹤0.01%
4
+2
534
$321 ﹤0.01%
3
+2
535
$321 ﹤0.01%
3
+2
536
$320 ﹤0.01%
3
+2
537
$315 ﹤0.01%
6
538
$308 ﹤0.01%
6
539
$305 ﹤0.01%
15
+8
540
$304 ﹤0.01%
5
541
$292 ﹤0.01%
2
+1
542
$290 ﹤0.01%
6
543
$288 ﹤0.01%
4
544
$282 ﹤0.01%
4
545
$278 ﹤0.01%
4
+2
546
$265 ﹤0.01%
3
547
$260 ﹤0.01%
9
548
$245 ﹤0.01%
1
549
$243 ﹤0.01%
5
550
$235 ﹤0.01%
5
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