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
76
$44K 0.03%
260
+131
77
$42.4K 0.03%
531
78
$41.6K 0.03%
228
+120
79
$39.9K 0.03%
202
+2
80
$38.9K 0.03%
301
+31
81
$38.5K 0.03%
424
82
$37.2K 0.03%
420
+5
83
$37.1K 0.03%
532
-254
84
$36.9K 0.03%
740
+143
85
$35.7K 0.03%
558
-29
86
$34.8K 0.02%
938
+594
87
$33.9K 0.02%
73
+24
88
$33.3K 0.02%
261
+82
89
$32.7K 0.02%
9
+1
90
$32.6K 0.02%
1,200
+1,170
91
$32.4K 0.02%
4
+2
92
$31.8K 0.02%
314
+3
93
$30.5K 0.02%
169
+70
94
$30K 0.02%
226
-181
95
$29.4K 0.02%
215
96
$29.3K 0.02%
248
+173
97
$29.2K 0.02%
386
98
$29.1K 0.02%
68
+5
99
$28.7K 0.02%
367
+276
100
$28.2K 0.02%
343
-3
2 3
4
5 6