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
$160M
AUM Growth
+$5.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
684
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.3M
3
+$854K
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$644K
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$493K

Top Sells

1
+$484K
2
+$95.4K
3
+$76K
4
ABBV icon
AbbVie
ABBV
+$65.4K
5
CAT icon
Caterpillar
CAT
+$62.8K

Sector Composition

1 Technology 2.09%
2 Financials 0.84%
3 Consumer Discretionary 0.75%
4 Communication Services 0.66%
5 Industrials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$21.3K 0.01%
139
-99
152
$21.3K 0.01%
174
+94
153
$21.2K 0.01%
341
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$21.2K 0.01%
42
-8
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$20.9K 0.01%
282
-5
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$20.7K 0.01%
232
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$20.7K 0.01%
171
-15
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$20.6K 0.01%
+529
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$20.6K 0.01%
89
+30
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$20.1K 0.01%
68
+3
161
$20K 0.01%
112
+4
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$19.8K 0.01%
177
+25
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$19.4K 0.01%
+379
164
$19.2K 0.01%
33
+1
165
$18.9K 0.01%
268
-32
166
$18.3K 0.01%
144
+136
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$17.9K 0.01%
+139
168
$17.9K 0.01%
118
-3
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$17.8K 0.01%
76
-14
170
$17.5K 0.01%
41
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171
$17.2K 0.01%
144
172
$17K 0.01%
27
-5
173
$16.9K 0.01%
38
+1
174
$16.7K 0.01%
153
+2
175
$16.2K 0.01%
161
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5 6
7
8 9