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
101
$27.8K 0.02%
158
+69
102
$27.5K 0.02%
27
+17
103
$27.3K 0.02%
45
+20
104
$26.5K 0.02%
688
+164
105
$26K 0.02%
1,040
106
$25.8K 0.02%
130
+11
107
$25.6K 0.02%
448
+322
108
$25.2K 0.02%
174
-2
109
$24.9K 0.02%
245
+177
110
$24.7K 0.02%
+795
111
$24.3K 0.02%
118
112
$23.8K 0.02%
410
+207
113
$22.4K 0.02%
181
+96
114
$22.4K 0.02%
590
+334
115
$22.4K 0.02%
237
+71
116
$22.3K 0.02%
74
+31
117
$22.3K 0.02%
126
-4
118
$22.2K 0.02%
41
119
$21.3K 0.02%
+507
120
$21.2K 0.02%
42
+25
121
$21.2K 0.02%
105
+68
122
$21.1K 0.01%
+115
123
$20.6K 0.01%
47
+31
124
$20.5K 0.01%
138
+68
125
$20.3K 0.01%
24
+4
3 4
5
6 7