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
126
$29.2K 0.02%
145
-1
127
$29K 0.02%
43
128
$29K 0.02%
4
129
$28.9K 0.02%
973
-27
130
$28.6K 0.02%
+315
131
$28.5K 0.02%
117
132
$27.3K 0.02%
314
+49
133
$25.1K 0.02%
349
+8
134
$24.7K 0.01%
145
+9
135
$24.4K 0.01%
251
+13
136
$23.8K 0.01%
1,205
+814
137
$23.7K 0.01%
118
+6
138
$23.7K 0.01%
568
-306
139
$23.7K 0.01%
76
-106
140
$23.6K 0.01%
214
-180
141
$23.4K 0.01%
232
142
$23.2K 0.01%
297
+15
143
$23.1K 0.01%
135
144
$22.8K 0.01%
47
-11
145
$22.6K 0.01%
185
+46
146
$22.5K 0.01%
176
+2
147
$22.2K 0.01%
23
-1
148
$21.7K 0.01%
259
+53
149
$21.5K 0.01%
42
150
$21.5K 0.01%
135
4 5
6
7 8