VWA

Valued Wealth Advisors Portfolio holdings

AUM $247M
1-Year Est. Return 21.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$216M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
638
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.15M
3
+$2.12M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.86M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$969K

Top Sells

1
+$99.8K
2
+$78.3K
3
+$56.8K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$56.4K
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$42.5K

Sector Composition

1 Technology 1.59%
2 Financials 0.7%
3 Communication Services 0.6%
4 Consumer Discretionary 0.5%
5 Industrials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$20K 0.01%
90
152
$19.9K 0.01%
43
+7
153
$19.6K 0.01%
106
+5
154
$19.4K 0.01%
243
155
$19.3K 0.01%
39
+2
156
$19K 0.01%
63
+4
157
$18.9K 0.01%
310
+23
158
$18.8K 0.01%
97
+1
159
$18.7K 0.01%
8
+1
160
$18.3K 0.01%
148
161
$18.1K 0.01%
422
162
$18K 0.01%
113
+4
163
$18K 0.01%
72
+1
164
$17.8K 0.01%
105
-2
165
$17.7K 0.01%
54
+5
166
$17.5K 0.01%
132
+3
167
$17K 0.01%
148
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169
$16.9K 0.01%
1,119
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170
$16.7K 0.01%
70
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171
$16.6K 0.01%
26
172
$16.6K 0.01%
575
173
$16.5K 0.01%
54
-5
174
$16.5K 0.01%
70
-2
175
$16.5K 0.01%
200
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7
8 9