VWA
Valued Wealth Advisors Portfolio holdings
AUM
$247M
1-Year Est. Return
21.93%
This Fund
S&P 500
1 Year Est. Return
+21.93%
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
General Mills
GIS
$17.9B
| – | – |
-4
|
|
||
|
FISV
652
Fiserv Inc
FISV
$27.9B
| – | – |
-34
|
|
||
653
Vanguard ESG US Stock ETF
ESGV
$12.9B
| – | – |
-103
|
|
||
654
Coupang
CPNG
$28.6B
| – | – |
-12
|
|