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
551
$195 ﹤0.01%
1
552
$193 ﹤0.01%
+3
553
$192 ﹤0.01%
2
554
$182 ﹤0.01%
4
555
$179 ﹤0.01%
+2
556
$177 ﹤0.01%
+3
557
$177 ﹤0.01%
3
558
$173 ﹤0.01%
2
-1
559
$168 ﹤0.01%
+3
560
$164 ﹤0.01%
3
561
$164 ﹤0.01%
3
-8
562
$159 ﹤0.01%
+2
563
$157 ﹤0.01%
1
564
$157 ﹤0.01%
+2
565
$157 ﹤0.01%
1
-1
566
$157 ﹤0.01%
7
567
$155 ﹤0.01%
1
-11
568
$153 ﹤0.01%
16
569
$152 ﹤0.01%
+2
570
$150 ﹤0.01%
4
571
$149 ﹤0.01%
7
-4
572
$147 ﹤0.01%
+5
573
$146 ﹤0.01%
1
574
$144 ﹤0.01%
+1
575
$144 ﹤0.01%
3
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24 25