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
76
$24.7K 0.02%
+8
77
$24.6K 0.02%
+270
78
$23.9K 0.02%
+380
79
$23.2K 0.02%
+63
80
$22.8K 0.02%
+112
81
$22.8K 0.02%
+176
82
$21.9K 0.02%
+637
83
$21.6K 0.02%
+179
84
$21.3K 0.02%
+118
85
$20.8K 0.02%
+119
86
$19K 0.02%
+1,040
87
$18.8K 0.02%
+215
88
$18.2K 0.02%
+49
89
$18.2K 0.02%
+178
90
$17.9K 0.02%
+41
91
$16.1K 0.01%
+108
92
$15.9K 0.01%
+166
93
$15.5K 0.01%
+479
94
$15.2K 0.01%
+73
95
$15.1K 0.01%
+89
96
$14.4K 0.01%
+130
97
$14.3K 0.01%
+129
98
$14.3K 0.01%
+524
99
$13.9K 0.01%
+35
100
$13.5K 0.01%
+126
2 3
4
5 6