VWA

Valued Wealth Advisors Portfolio holdings

AUM $227M
1-Year Est. Return 18.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
654
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.78%
2 Financials 0.92%
3 Communication Services 0.64%
4 Consumer Discretionary 0.53%
5 Industrials 0.46%