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
76
$45.9K 0.03%
68
+23
77
$44.8K 0.03%
282
+192
78
$43.6K 0.03%
629
+97
79
$43.1K 0.03%
181
+173
80
$43K 0.03%
301
81
$41.6K 0.03%
531
82
$39.5K 0.03%
558
83
$39.2K 0.03%
200
-2
84
$38.3K 0.03%
169
-18
85
$38.2K 0.03%
490
+66
86
$37.9K 0.03%
797
+57
87
$37.5K 0.03%
215
88
$37.4K 0.03%
630
+220
89
$35.9K 0.02%
351
-69
90
$35.7K 0.02%
1,067
+129
91
$35.7K 0.02%
9
92
$35K 0.02%
266
+18
93
$34.5K 0.02%
151
+21
94
$33.8K 0.02%
77
+4
95
$33.2K 0.02%
386
96
$31.7K 0.02%
1,658
-2,774
97
$31.4K 0.02%
423
+56
98
$30.5K 0.02%
68
99
$30.5K 0.02%
188
+19
100
$30.4K 0.02%
4
2 3
4
5 6