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
101
$30.2K 0.02%
314
102
$30.1K 0.02%
182
+24
103
$29.8K 0.02%
260
-1
104
$27.7K 0.02%
1,040
105
$27.6K 0.02%
159
+54
106
$27.1K 0.02%
192
+34
107
$26.9K 0.02%
343
108
$26.2K 0.02%
29
+2
109
$25.5K 0.02%
795
110
$25.5K 0.02%
510
+62
111
$24.7K 0.02%
224
-21
112
$24.7K 0.02%
140
+17
113
$24.1K 0.02%
41
114
$24K 0.02%
64
+18
115
$23.4K 0.02%
118
116
$23.3K 0.02%
317
+58
117
$23.3K 0.02%
740
+52
118
$22.6K 0.02%
53
+6
119
$22.3K 0.02%
507
120
$22K 0.02%
214
+33
121
$21.9K 0.02%
48
+9
122
$21.7K 0.01%
40
+4
123
$21.7K 0.01%
172
-2
124
$21.4K 0.01%
+231
125
$21.2K 0.01%
115
3 4
5
6 7