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
151
$7.53K 0.01%
+125
152
$7.46K 0.01%
+189
153
$7.44K 0.01%
+80
154
$7.42K 0.01%
+53
155
$7.3K 0.01%
+21
156
$7.23K 0.01%
+85
157
$7.09K 0.01%
+14
158
$7.04K 0.01%
+171
159
$7.04K 0.01%
+39
160
$7.01K 0.01%
+256
161
$6.93K 0.01%
+26
162
$6.92K 0.01%
+10
163
$6.75K 0.01%
+108
164
$6.73K 0.01%
+27
165
$6.64K 0.01%
+58
166
$6.58K 0.01%
+8
167
$6.57K 0.01%
+101
168
$6.45K 0.01%
+173
169
$6.43K 0.01%
+14
170
$6.34K 0.01%
+1,558
171
$6.3K 0.01%
+30
172
$6.24K 0.01%
+49
173
$6.23K 0.01%
+148
174
$6.16K 0.01%
+19
175
$6.09K 0.01%
+43
5 6
7
8 9