VWA

Valued Wealth Advisors Portfolio holdings

AUM $216M
1-Year Est. Return 12.68%
This Quarter Est. Return
1 Year Est. Return
+12.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
+$7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.14M
3
+$1.07M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$853K
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$658K

Top Sells

1
+$419K
2
+$303K
3
+$227K
4
AAPL icon
Apple
AAPL
+$143K
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$140K

Sector Composition

1 Technology 1.59%
2 Financials 0.85%
3 Healthcare 0.59%
4 Communication Services 0.59%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$21.2K 0.01%
301
152
$21.1K 0.01%
298
+30
153
$20.6K 0.01%
1,199
+766
154
$20.3K 0.01%
43
+2
155
$19.6K 0.01%
73
+2
156
$19.6K 0.01%
529
157
$18.7K 0.01%
+748
158
$17.8K 0.01%
68
159
$17.7K 0.01%
+285
160
$17.6K 0.01%
126
161
$17.6K 0.01%
76
-124
162
$17.6K 0.01%
9
+2
163
$17.5K 0.01%
178
+1
164
$17.5K 0.01%
74
-2
165
$17.4K 0.01%
169
+16
166
$17.1K 0.01%
31
-2
167
$17.1K 0.01%
+243
168
$17K 0.01%
212
-259
169
$16.9K 0.01%
54
170
$16.6K 0.01%
528
171
$16.6K 0.01%
27
172
$16.5K 0.01%
131
+11
173
$16.2K 0.01%
239
+1
174
$16.1K 0.01%
80
+5
175
$16K 0.01%
51
+1
5 6
7
8 9