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
$154M
AUM Growth
+$8.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$560K
2
+$487K
3
+$284K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$209K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$161K

Top Sells

1
+$996K
2
+$570K
3
+$408K
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$311K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$301K

Sector Composition

1 Technology 2.06%
2 Financials 0.82%
3 Healthcare 0.71%
4 Industrials 0.68%
5 Consumer Discretionary 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$19.2K 0.01%
37
+9
152
$19.1K 0.01%
144
-28
153
$18.8K 0.01%
300
+32
154
$18.6K 0.01%
32
+2
155
$18.6K 0.01%
287
-30
156
$18.2K 0.01%
121
+31
157
$18K 0.01%
402
-45
158
$17.9K 0.01%
65
+8
159
$17.8K 0.01%
200
-1
160
$17.7K 0.01%
307
+107
161
$17.6K 0.01%
245
+114
162
$17.6K 0.01%
69
+3
163
$17.4K 0.01%
107
-52
164
$17.1K 0.01%
60
-2
165
$16.7K 0.01%
174
+2
166
$16.4K 0.01%
28
167
$16K 0.01%
108
+10
168
$15.8K 0.01%
178
-8
169
$15.8K 0.01%
528
170
$15.5K 0.01%
238
-2
171
$15.2K 0.01%
167
+7
172
$15.1K 0.01%
54
+14
173
$15K 0.01%
105
+23
174
$15K 0.01%
350
+82
175
$14.9K 0.01%
55
+3
5 6
7
8 9