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
101
$40.2K 0.02%
162
+5
102
$39.7K 0.02%
257
+64
103
$39.4K 0.02%
139
+25
104
$38.3K 0.02%
82
+1
105
$37.6K 0.02%
38
-4
106
$37.5K 0.02%
554
+3
107
$37.4K 0.02%
343
108
$37.2K 0.02%
428
+2
109
$36.9K 0.02%
618
+66
110
$36.9K 0.02%
68
-18
111
$36.9K 0.02%
8
112
$35.5K 0.02%
213
113
$34.6K 0.02%
114
+12
114
$34.5K 0.02%
428
115
$33.9K 0.02%
70
+14
116
$33.5K 0.02%
370
-52
117
$33.1K 0.02%
100
-39
118
$32.6K 0.02%
+1,450
119
$32.4K 0.02%
1,040
120
$31.8K 0.02%
340
121
$31.4K 0.02%
810
-16
122
$31.4K 0.02%
307
123
$30.2K 0.02%
294
+123
124
$30.1K 0.02%
242
+19
125
$29.2K 0.02%
209
+4
3 4
5
6 7