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
$108M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$15M
3
+$13.8M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$12.8M
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$6.76M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.49%
2 Healthcare 0.57%
3 Financials 0.48%
4 Consumer Discretionary 0.47%
5 Industrials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$6.05K 0.01%
+68
177
$6.04K 0.01%
+104
178
$6.01K 0.01%
+76
179
$6.01K 0.01%
+50
180
$5.82K 0.01%
+39
181
$5.64K 0.01%
+126
182
$5.61K 0.01%
+452
183
$5.61K 0.01%
+37
184
$5.52K 0.01%
+91
185
$5.47K 0.01%
+9
186
$5.43K 0.01%
+58
187
$5.37K 0.01%
+11
188
$5.36K ﹤0.01%
+70
189
$5.33K ﹤0.01%
+12
190
$5.29K ﹤0.01%
+100
191
$5.28K ﹤0.01%
+16
192
$5.2K ﹤0.01%
+20
193
$5.14K ﹤0.01%
+81
194
$5.12K ﹤0.01%
+179
195
$5.11K ﹤0.01%
+33
196
$5.1K ﹤0.01%
+75
197
$5.08K ﹤0.01%
+676
198
$5.08K ﹤0.01%
+7
199
$5.05K ﹤0.01%
+36
200
$5.04K ﹤0.01%
+58
6 7
8
9 10