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
$146M
AUM Growth
+$4.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$966K
3
+$852K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$678K
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$435K

Top Sells

1
+$1.02M
2
+$209K
3
+$80.6K
4
JXN icon
Jackson Financial
JXN
+$66.1K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$61K

Sector Composition

1 Technology 2.09%
2 Financials 0.79%
3 Industrials 0.67%
4 Communication Services 0.66%
5 Consumer Discretionary 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$83.7K 0.06%
573
-17
52
$79.2K 0.05%
330
+22
53
$78.1K 0.05%
192
+27
54
$77.5K 0.05%
452
+224
55
$75.6K 0.05%
354
+12
56
$70.7K 0.05%
269
+35
57
$70.4K 0.05%
356
+93
58
$70.4K 0.05%
514
+3
59
$63.8K 0.04%
299
+270
60
$63.1K 0.04%
310
+9
61
$61.9K 0.04%
914
+103
62
$61.6K 0.04%
228
63
$60.9K 0.04%
606
+30
64
$59.4K 0.04%
298
+38
65
$58.8K 0.04%
235
66
$58.1K 0.04%
1,484
-236
67
$55.2K 0.04%
182
+3
68
$54.2K 0.04%
436
+210
69
$53.8K 0.04%
122
+28
70
$52.4K 0.04%
383
-18
71
$52.4K 0.04%
167
+4
72
$50.9K 0.04%
1,235
+165
73
$48.6K 0.03%
441
74
$47.2K 0.03%
183
+171
75
$47.1K 0.03%
1,184
+594
1 2
3
4 5