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
126
$9.44K 0.01%
+25
127
$9.38K 0.01%
+166
128
$9.3K 0.01%
+277
129
$9.18K 0.01%
+77
130
$9.18K 0.01%
+21
131
$9.15K 0.01%
+167
132
$9.12K 0.01%
+171
133
$9.03K 0.01%
+24
134
$9.01K 0.01%
+129
135
$9K 0.01%
+95
136
$8.72K 0.01%
+43
137
$8.67K 0.01%
+17
138
$8.43K 0.01%
+52
139
$8.31K 0.01%
+203
140
$8.22K 0.01%
+42
141
$8.05K 0.01%
+42
142
$8K 0.01%
+88
143
$7.92K 0.01%
+117
144
$7.9K 0.01%
+30
145
$7.82K 0.01%
+112
146
$7.72K 0.01%
+20
147
$7.65K 0.01%
+102
148
$7.63K 0.01%
+71
149
$7.54K 0.01%
+70
150
$7.53K 0.01%
+202
4 5
6
7 8