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
151
$15.8K 0.01%
15
+1
152
$15.7K 0.01%
127
153
$15.6K 0.01%
28
-14
154
$15.3K 0.01%
359
+115
155
$15.2K 0.01%
528
156
$15.2K 0.01%
73
+10
157
$14.8K 0.01%
18
+3
158
$14.6K 0.01%
93
+24
159
$14.4K 0.01%
67
+11
160
$14.3K 0.01%
103
+19
161
$14.1K 0.01%
1,127
+39
162
$14.1K 0.01%
57
+6
163
$14.1K 0.01%
290
+36
164
$14.1K 0.01%
186
-51
165
$14K 0.01%
64
+14
166
$13.8K 0.01%
69
+12
167
$13.8K 0.01%
87
+5
168
$13.8K 0.01%
110
+44
169
$13.6K 0.01%
28
+3
170
$13.1K 0.01%
90
+37
171
$13.1K 0.01%
28
+8
172
$13.1K 0.01%
160
+41
173
$12.9K 0.01%
240
+204
174
$12.8K 0.01%
127
+54
175
$12.7K 0.01%
108
+25
5 6
7
8 9