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
$154M
AUM Growth
+$8.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$560K
2
+$487K
3
+$284K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$209K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$161K

Top Sells

1
+$996K
2
+$570K
3
+$408K
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$311K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$301K

Sector Composition

1 Technology 2.06%
2 Financials 0.82%
3 Healthcare 0.71%
4 Industrials 0.68%
5 Consumer Discretionary 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$14.9K 0.01%
141
-119
177
$14.8K 0.01%
99
-4
178
$14.8K 0.01%
67
+13
179
$14.7K 0.01%
30
+5
180
$14.7K 0.01%
19
+1
181
$14.7K 0.01%
152
-41
182
$14.4K 0.01%
7
183
$14.3K 0.01%
47
-1
184
$14.3K 0.01%
286
-4
185
$14.1K 0.01%
28
186
$14K 0.01%
82
+52
187
$13.2K 0.01%
127
+38
188
$13K 0.01%
40
+17
189
$12.5K 0.01%
178
190
$11.9K 0.01%
55
+6
191
$11.8K 0.01%
61
+4
192
$11.7K 0.01%
20
193
$11.6K 0.01%
96
-12
194
$11.6K 0.01%
177
+29
195
$11.5K 0.01%
91
-60
196
$11.2K 0.01%
297
+2
197
$11.2K 0.01%
85
-37
198
$11.1K 0.01%
575
199
$11K 0.01%
101
-1
200
$10.8K 0.01%
163
6 7
8
9 10