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
101
$13.1K 0.01%
+20
102
$13.1K 0.01%
+394
103
$12.2K 0.01%
+528
104
$12.2K 0.01%
+150
105
$11.9K 0.01%
+2
106
$11.5K 0.01%
+79
107
$11.3K 0.01%
+107
108
$11.3K 0.01%
+751
109
$11.3K 0.01%
+171
110
$11.2K 0.01%
+74
111
$11.1K 0.01%
+148
112
$10.6K 0.01%
+19
113
$10.6K 0.01%
+344
114
$10.4K 0.01%
+75
115
$10.2K 0.01%
+264
116
$10.2K 0.01%
+99
117
$9.84K 0.01%
+174
118
$9.72K 0.01%
+119
119
$9.71K 0.01%
+19
120
$9.68K 0.01%
+131
121
$9.57K 0.01%
+35
122
$9.5K 0.01%
+40
123
$9.49K 0.01%
+25
124
$9.48K 0.01%
+575
125
$9.47K 0.01%
+29
3 4
5
6 7