VWA
Valued Wealth Advisors Portfolio holdings
AUM
$216M
1-Year Est. Return
12.68%
1 Year Est. Return
+12.68%
AUM
$216M
AUM Growth
+$23.8M
(+12%)
Holding
638
Top Buys
| 1 | +$2.55M | |
| 2 | +$2.18M | |
| 3 | +$2.16M | |
| 4 |
Dimensional International Core Equity Market ETF
DFAI
|
+$1.91M |
| 5 |
Avantis US Large Cap Value ETF
AVLV
|
+$992K |
Top Sells
| 1 | +$102K | |
| 2 | +$81.1K | |
| 3 | +$58.3K | |
| 4 |
Dimensional US Targeted Value ETF
DFAT
|
+$58K |
| 5 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
+$44.5K |
Sector Composition
| 1 | Technology | 1.59% |
| 2 | Financials | 0.7% |
| 3 | Communication Services | 0.6% |
| 4 | Consumer Discretionary | 0.5% |
| 5 | Industrials | 0.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
626
Thermo Fisher Scientific
TMO
$212B
| – | – |
-3
|
|
||
627
Loews
L
$21.2B
| – | – |
0
|
|
||
|
ANSS
628
DELISTED
Ansys
ANSS
| – | – |
-16
|
|
||
629
Atkore
ATKR
$2.14B
| – | – |
-2
|
|
||
630
Biogen
BIIB
$25.8B
| – | – |
-1
|
|
||
631
Chord Energy
CHRD
$5.6B
| – | – |
-2
|
|
||
632
Charter Communications
CHTR
$26.5B
| – | – |
-2
|
|
||
|
CHX
633
DELISTED
ChampionX
CHX
| – | – |
-6
|
|
||
634
Clorox
CLX
$12.4B
| – | – |
-3
|
|
||
|
HES
635
DELISTED
Hess
HES
| – | – |
-23
|
|
||
636
Kenvue
KVUE
$32.6B
| – | – |
-36
|
|
||
|
SKX
637
DELISTED
Skechers
SKX
| – | – |
-2
|
|
||
638
Stanley Black & Decker
SWK
$11.1B
| – | – |
-7
|
|