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
151
$14.3K 0.01%
56
+14
152
$14K 0.01%
178
153
$13.9K 0.01%
528
154
$13.6K 0.01%
159
+89
155
$13.5K 0.01%
25
+4
156
$13.5K 0.01%
14
+6
157
$13.3K 0.01%
51
+31
158
$13K 0.01%
63
+27
159
$12.9K 0.01%
162
+33
160
$12.7K 0.01%
45
+15
161
$12.6K 0.01%
50
-23
162
$12.6K 0.01%
90
+44
163
$12.5K 0.01%
84
+53
164
$12.5K 0.01%
344
+67
165
$12.1K 0.01%
8
+5
166
$12.1K 0.01%
164
+84
167
$12K 0.01%
164
+16
168
$11.9K 0.01%
254
+52
169
$11.9K 0.01%
30
+6
170
$11.8K 0.01%
69
+26
171
$11.6K 0.01%
200
+100
172
$11.5K 0.01%
+22
173
$11.3K 0.01%
57
+24
174
$11.2K 0.01%
130
-1
175
$10.9K 0.01%
65
+43
5 6
7
8 9