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
126
$20.1K 0.01%
123
+70
127
$19.9K 0.01%
162
+12
128
$19.8K 0.01%
158
+51
129
$19K 0.01%
46
+21
130
$18.8K 0.01%
182
+139
131
$18.7K 0.01%
259
+92
132
$18.7K 0.01%
36
+27
133
$17.6K 0.01%
27
+8
134
$17.5K 0.01%
23
+4
135
$17.2K 0.01%
66
+36
136
$16.9K 0.01%
103
+32
137
$16.9K 0.01%
165
+70
138
$16.8K 0.01%
148
+128
139
$16.7K 0.01%
40
+19
140
$16.7K 0.01%
127
+1
141
$16.4K 0.01%
39
+10
142
$16.4K 0.01%
362
+222
143
$16.3K 0.01%
82
+56
144
$15.5K 0.01%
118
+60
145
$15.5K 0.01%
128
+61
146
$15.4K 0.01%
243
+72
147
$15.2K 0.01%
93
+43
148
$15.1K 0.01%
246
+72
149
$14.5K 0.01%
51
+42
150
$14.5K 0.01%
1,088
+636
4 5
6
7 8