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
$154M
AUM Growth
+$8.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$560K
2
+$487K
3
+$284K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$209K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$161K

Top Sells

1
+$996K
2
+$570K
3
+$408K
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$311K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$301K

Sector Composition

1 Technology 2.06%
2 Financials 0.82%
3 Healthcare 0.71%
4 Industrials 0.68%
5 Consumer Discretionary 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$33K 0.02%
289
+127
102
$32.5K 0.02%
141
-10
103
$32.5K 0.02%
304
-10
104
$32.4K 0.02%
157
+17
105
$32.2K 0.02%
810
-374
106
$32.1K 0.02%
337
+303
107
$31.2K 0.02%
265
+58
108
$30.8K 0.02%
596
+549
109
$30.7K 0.02%
1,040
110
$30.5K 0.02%
186
-2
111
$30.1K 0.02%
104
+26
112
$29.9K 0.02%
+1,000
113
$29.1K 0.02%
843
-224
114
$27.8K 0.02%
379
-44
115
$27.7K 0.02%
490
-140
116
$27.4K 0.02%
108
+35
117
$27.3K 0.02%
263
-3
118
$26.8K 0.02%
30
+4
119
$26.8K 0.02%
467
-43
120
$26.7K 0.02%
319
+161
121
$26.6K 0.02%
746
+6
122
$26.3K 0.02%
365
+75
123
$26.1K 0.02%
50
-18
124
$26K 0.02%
68
+32
125
$25.6K 0.02%
795
3 4
5
6 7