VWA

Valued Wealth Advisors Portfolio holdings

AUM $216M
1-Year Est. Return 12.68%
This Quarter Est. Return
1 Year Est. Return
+12.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
+$7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.14M
3
+$1.07M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$853K
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$658K

Top Sells

1
+$419K
2
+$303K
3
+$227K
4
AAPL icon
Apple
AAPL
+$143K
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$140K

Sector Composition

1 Technology 1.59%
2 Financials 0.85%
3 Healthcare 0.59%
4 Communication Services 0.59%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$118K 0.07%
338
+37
52
$114K 0.07%
687
-4
53
$114K 0.07%
310
-131
54
$112K 0.07%
536
+10
55
$112K 0.07%
135
+17
56
$111K 0.07%
1,260
-49
57
$110K 0.07%
1,180
+100
58
$109K 0.07%
648
-54
59
$106K 0.06%
621
+1
60
$102K 0.06%
433
+30
61
$99.5K 0.06%
637
-193
62
$98.2K 0.06%
379
+51
63
$91.1K 0.05%
344
+8
64
$87.8K 0.05%
168
-20
65
$87.3K 0.05%
486
-15
66
$85.5K 0.05%
646
-16
67
$82K 0.05%
354
-11
68
$80.8K 0.05%
483
+4
69
$79.4K 0.05%
1,301
+440
70
$77.7K 0.05%
1,713
+107
71
$67.2K 0.04%
318
+8
72
$66.7K 0.04%
915
+215
73
$65.1K 0.04%
797
74
$64.6K 0.04%
908
+134
75
$64.2K 0.04%
117
+11
1 2
3
4 5