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
$108M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$15M
3
+$13.8M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$12.8M
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$6.76M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.49%
2 Healthcare 0.57%
3 Financials 0.48%
4 Consumer Discretionary 0.47%
5 Industrials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$46.2K 0.04%
+786
52
$45.3K 0.04%
+1,040
53
$44.3K 0.04%
+999
54
$43.6K 0.04%
+142
55
$42.6K 0.04%
+441
56
$42.1K 0.04%
+407
57
$42K 0.04%
+74
58
$39.9K 0.04%
+480
59
$36.9K 0.03%
+219
60
$36.6K 0.03%
+509
61
$36.6K 0.03%
+531
62
$34K 0.03%
+208
63
$33.6K 0.03%
+587
64
$32.9K 0.03%
+94
65
$32.9K 0.03%
+143
66
$32.9K 0.03%
+200
67
$32.5K 0.03%
+415
68
$32.1K 0.03%
+597
69
$30.7K 0.03%
+144
70
$28.8K 0.03%
+424
71
$27.9K 0.03%
+346
72
$27.5K 0.03%
+311
73
$26.6K 0.02%
+386
74
$25.6K 0.02%
+719
75
$25.1K 0.02%
+1,680
1 2
3
4 5