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
$141M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$7.36M
3
+$3.82M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.39M
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.58M

Top Sells

1
+$12.4M
2
+$5.54M
3
+$1.33M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.18M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$97.6K

Sector Composition

1 Technology 1.77%
2 Financials 0.74%
3 Consumer Discretionary 0.6%
4 Communication Services 0.57%
5 Healthcare 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$10.8K 0.01%
37
+11
177
$10.5K 0.01%
102
178
$10.5K 0.01%
15
+6
179
$10K 0.01%
78
+1
180
$10K 0.01%
48
+24
181
$9.97K 0.01%
265
+1
182
$9.95K 0.01%
163
-3
183
$9.95K 0.01%
52
184
$9.86K 0.01%
575
185
$9.74K 0.01%
83
+42
186
$9.61K 0.01%
79
+47
187
$9.55K 0.01%
119
+38
188
$9.51K 0.01%
244
+177
189
$9.5K 0.01%
40
190
$9.36K 0.01%
41
+2
191
$9.1K 0.01%
20
+10
192
$9.04K 0.01%
156
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193
$9.03K 0.01%
26
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194
$8.9K 0.01%
228
+49
195
$8.75K 0.01%
315
-79
196
$8.73K 0.01%
58
-16
197
$8.55K 0.01%
148
198
$8.54K 0.01%
+211
199
$8.52K 0.01%
38
-1
200
$8.5K 0.01%
20
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