VWA

Valued Wealth Advisors Portfolio holdings

AUM $247M
1-Year Est. Return 21.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$216M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
638
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.15M
3
+$2.12M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.86M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$969K

Top Sells

1
+$99.8K
2
+$78.3K
3
+$56.8K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$56.4K
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$42.5K

Sector Composition

1 Technology 1.59%
2 Financials 0.7%
3 Communication Services 0.6%
4 Consumer Discretionary 0.5%
5 Industrials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$27.3K 0.01%
251
+3
127
$26.8K 0.01%
131
+4
128
$25.3K 0.01%
1,085
129
$24.8K 0.01%
135
+5
130
$24.8K 0.01%
371
+14
131
$24.4K 0.01%
81
+1
132
$23.9K 0.01%
749
-254
133
$23.9K 0.01%
188
-74
134
$23.6K 0.01%
162
135
$23.4K 0.01%
277
136
$23.4K 0.01%
230
+7
137
$23.3K 0.01%
139
+7
138
$22.7K 0.01%
233
+1
139
$22.3K 0.01%
529
140
$22.3K 0.01%
846
141
$22.2K 0.01%
212
142
$22.1K 0.01%
243
+3
143
$21.5K 0.01%
126
144
$21.4K 0.01%
226
+20
145
$20.7K 0.01%
53
-16
146
$20.7K 0.01%
42
147
$20.6K 0.01%
65
148
$20.5K 0.01%
19
149
$20.5K 0.01%
30
150
$20.4K 0.01%
31
4 5
6
7 8