VWA
Valued Wealth Advisors Portfolio holdings
AUM
$227M
1-Year Est. Return
18.43%
This Fund
S&P 500
1 Year Est. Return
+18.43%
AUM
$227M
AUM Growth
+$11.9M
(+5.5%)
Holding
654
Top Buys
| 1 | +$1.09M | |
| 2 | +$971K | |
| 3 | +$931K | |
| 4 |
Dimensional US Core Equity Market ETF
DFAU
|
+$586K |
| 5 |
SMA
SmartStop Self Storage REIT
SMA
|
+$561K |
Top Sells
| 1 | +$187K | |
| 2 | +$176K | |
| 3 | +$134K | |
| 4 |
Avantis International Equity ETF
AVDE
|
+$94.4K |
| 5 |
Invesco S&P SmallCap Value with Momentum ETF
XSVM
|
+$50.1K |
Sector Composition
| 1 | Technology | 1.78% |
| 2 | Financials | 0.92% |
| 3 | Communication Services | 0.64% |
| 4 | Consumer Discretionary | 0.53% |
| 5 | Industrials | 0.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
651
Teradata
TDC
$2.6B
| – | – |
-2
|
|
||
652
TRI-Continental Corp
TY
$1.69B
| – | – |
-100
|
|
||
653
U-Haul Holding Co
UHAL
$9.09B
| – | – |
-10
|
|
||
654
NCR Voyix
VYX
$942M
| – | – |
-2
|
|