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
126
$21K 0.01%
32
+5
127
$21K 0.01%
142
+16
128
$20.9K 0.01%
207
+25
129
$20.8K 0.01%
447
+85
130
$20.8K 0.01%
26
+2
131
$20.6K 0.01%
80
+6
132
$20.5K 0.01%
26
+3
133
$20.2K 0.01%
43
+3
134
$20K 0.01%
153
+35
135
$20K 0.01%
78
+12
136
$19.7K 0.01%
221
+62
137
$19.6K 0.01%
151
+13
138
$19.2K 0.01%
193
+31
139
$18.9K 0.01%
610
-404
140
$18.6K 0.01%
290
+44
141
$17.3K 0.01%
55
+4
142
$17.2K 0.01%
122
+29
143
$17K 0.01%
268
+25
144
$16.8K 0.01%
162
+14
145
$16.5K 0.01%
62
+57
146
$16.5K 0.01%
117
+14
147
$16.5K 0.01%
172
+7
148
$16.4K 0.01%
30
+8
149
$16.2K 0.01%
147
+19
150
$16.2K 0.01%
201
+186
4 5
6
7 8