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
576
$144 ﹤0.01%
2
577
$143 ﹤0.01%
1
-8
578
$138 ﹤0.01%
10
579
$137 ﹤0.01%
1
580
$133 ﹤0.01%
+4
581
$133 ﹤0.01%
1
582
$133 ﹤0.01%
+3
583
$132 ﹤0.01%
3
584
$130 ﹤0.01%
6
585
$126 ﹤0.01%
3
586
$124 ﹤0.01%
+1
587
$122 ﹤0.01%
3
588
$121 ﹤0.01%
2
589
$120 ﹤0.01%
+1
590
$120 ﹤0.01%
6
591
$117 ﹤0.01%
2
-9
592
$114 ﹤0.01%
2
593
$113 ﹤0.01%
6
594
$112 ﹤0.01%
4
595
$107 ﹤0.01%
1
596
$100 ﹤0.01%
1
597
$100 ﹤0.01%
+1
598
$98 ﹤0.01%
2
599
$93 ﹤0.01%
+2
600
$90 ﹤0.01%
1
22 23
24
25 26