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
$146M
AUM Growth
+$4.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$966K
3
+$852K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$678K
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$435K

Top Sells

1
+$1.02M
2
+$209K
3
+$80.6K
4
JXN icon
Jackson Financial
JXN
+$66.1K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$61K

Sector Composition

1 Technology 2.09%
2 Financials 0.79%
3 Industrials 0.67%
4 Communication Services 0.66%
5 Consumer Discretionary 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$12.6K 0.01%
98
+31
177
$12.5K 0.01%
200
178
$12.2K 0.01%
48
+3
179
$12.1K 0.01%
52
+11
180
$12K 0.01%
79
+14
181
$11.7K 0.01%
178
182
$11.5K 0.01%
7
-1
183
$11.4K 0.01%
82
+28
184
$11.3K 0.01%
+66
185
$11.1K 0.01%
25
+8
186
$10.8K 0.01%
158
-6
187
$10.7K 0.01%
36
+10
188
$10.4K 0.01%
88
+25
189
$10.4K 0.01%
268
+40
190
$10.2K 0.01%
+46
191
$10.2K 0.01%
364
+49
192
$10.2K 0.01%
188
+64
193
$10.2K 0.01%
33
+10
194
$10.1K 0.01%
20
195
$10.1K 0.01%
40
+8
196
$9.99K 0.01%
148
197
$9.94K 0.01%
33
-4
198
$9.91K 0.01%
30
199
$9.77K 0.01%
575
200
$9.73K 0.01%
78
-1
6 7
8
9 10