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
$160M
AUM Growth
+$5.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
684
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.3M
3
+$854K
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$644K
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$493K

Top Sells

1
+$484K
2
+$95.4K
3
+$76K
4
ABBV icon
AbbVie
ABBV
+$65.4K
5
CAT icon
Caterpillar
CAT
+$62.8K

Sector Composition

1 Technology 2.09%
2 Financials 0.84%
3 Consumer Discretionary 0.75%
4 Communication Services 0.66%
5 Industrials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$58.1K 0.04%
629
+310
77
$57.7K 0.04%
199
+5
78
$57.5K 0.04%
374
+93
79
$56K 0.04%
774
+19
80
$55.8K 0.04%
106
-3
81
$54.7K 0.03%
441
-8
82
$54.4K 0.03%
164
-5
83
$52.8K 0.03%
269
+1
84
$50.7K 0.03%
700
+20
85
$50.5K 0.03%
139
-173
86
$50.2K 0.03%
714
+224
87
$49.7K 0.03%
394
+55
88
$49.7K 0.03%
1,099
-142
89
$49.4K 0.03%
86
+35
90
$49.4K 0.03%
835
+43
91
$49.3K 0.03%
200
+128
92
$48.7K 0.03%
861
+265
93
$47.8K 0.03%
230
+2
94
$47.4K 0.03%
186
+2
95
$45.3K 0.03%
351
96
$44.3K 0.03%
42
+6
97
$43.2K 0.03%
602
+12
98
$42.3K 0.03%
422
+11
99
$42.2K 0.03%
213
-2
100
$41.6K 0.03%
840
+333
2 3
4
5 6