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
76
$64K 0.04%
571
-58
77
$62.4K 0.04%
513
+32
78
$62K 0.04%
210
+11
79
$58.3K 0.04%
300
+31
80
$57.2K 0.03%
796
+82
81
$56.7K 0.03%
225
82
$55.1K 0.03%
495
+97
83
$54.1K 0.03%
1,466
-320
84
$53.4K 0.03%
+98
85
$51.9K 0.03%
841
+6
86
$51.8K 0.03%
353
+2
87
$51.8K 0.03%
1,124
+25
88
$51.5K 0.03%
388
+76
89
$50.3K 0.03%
188
+16
90
$49.5K 0.03%
840
91
$48.6K 0.03%
443
+2
92
$46.7K 0.03%
187
+1
93
$44.6K 0.03%
164
94
$43.5K 0.03%
200
95
$43.5K 0.03%
283
-91
96
$43.3K 0.03%
+1,962
97
$42.7K 0.03%
602
98
$42.3K 0.03%
+137
99
$41.1K 0.02%
283
-85
100
$40.8K 0.02%
386
2 3
4
5 6