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
551
$230 ﹤0.01%
+2
552
$228 ﹤0.01%
1
553
$228 ﹤0.01%
+4
554
$227 ﹤0.01%
+14
555
$224 ﹤0.01%
1
556
$222 ﹤0.01%
4
557
$221 ﹤0.01%
2
558
$214 ﹤0.01%
2
-16
559
$202 ﹤0.01%
5
560
$199 ﹤0.01%
+1
561
$199 ﹤0.01%
1
562
$198 ﹤0.01%
+2
563
$198 ﹤0.01%
60
-305
564
$190 ﹤0.01%
+1
565
$189 ﹤0.01%
3
566
$185 ﹤0.01%
2
567
$184 ﹤0.01%
1
568
$178 ﹤0.01%
+1
569
$176 ﹤0.01%
2
570
$172 ﹤0.01%
3
571
$169 ﹤0.01%
2
572
$168 ﹤0.01%
+1
573
$159 ﹤0.01%
3
574
$153 ﹤0.01%
4
575
$152 ﹤0.01%
1
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