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
$141M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$7.36M
3
+$3.82M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.39M
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.58M

Top Sells

1
+$12.4M
2
+$5.54M
3
+$1.33M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.18M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$97.6K

Sector Composition

1 Technology 1.77%
2 Financials 0.74%
3 Consumer Discretionary 0.6%
4 Communication Services 0.57%
5 Healthcare 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$72.8K 0.05%
342
+11
52
$70.2K 0.05%
511
-5
53
$69.4K 0.05%
165
+71
54
$69.3K 0.05%
336
+261
55
$69.3K 0.05%
301
+93
56
$68.4K 0.05%
434
+215
57
$66.2K 0.05%
680
+300
58
$66.1K 0.05%
+1,000
59
$65.4K 0.05%
234
+91
60
$62K 0.04%
179
+37
61
$61.3K 0.04%
235
62
$61K 0.04%
+3,000
63
$59.6K 0.04%
401
+49
64
$58.3K 0.04%
359
+280
65
$56.7K 0.04%
228
-8
66
$56.2K 0.04%
576
+67
67
$51K 0.04%
163
+19
68
$51K 0.04%
139
+104
69
$50K 0.04%
441
70
$48.9K 0.03%
811
+640
71
$46.2K 0.03%
263
-136
72
$46.1K 0.03%
187
+75
73
$45.3K 0.03%
94
+59
74
$44.9K 0.03%
1,070
+591
75
$44.8K 0.03%
1,014
+295
1 2
3
4 5