VWA

Valued Wealth Advisors Portfolio holdings

AUM $216M
1-Year Est. Return 12.68%
This Quarter Est. Return
1 Year Est. Return
+12.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
+$7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.14M
3
+$1.07M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$853K
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$658K

Top Sells

1
+$419K
2
+$303K
3
+$227K
4
AAPL icon
Apple
AAPL
+$143K
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$140K

Sector Composition

1 Technology 1.59%
2 Financials 0.85%
3 Healthcare 0.59%
4 Communication Services 0.59%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$16K 0.01%
162
+1
177
$15.7K 0.01%
144
178
$15.4K 0.01%
44
+1
179
$15.3K 0.01%
66
180
$15K 0.01%
480
-3
181
$14.9K 0.01%
362
+22
182
$14.8K 0.01%
112
-4
183
$14.6K 0.01%
575
184
$14.6K 0.01%
81
+7
185
$14.5K 0.01%
+90
186
$14.4K 0.01%
306
-117
187
$14.2K 0.01%
45
+3
188
$14.1K 0.01%
+137
189
$13.6K 0.01%
20
+1
190
$13.6K 0.01%
65
-5
191
$13.5K 0.01%
106
-7
192
$13.4K 0.01%
65
-24
193
$13.3K 0.01%
93
194
$13.1K 0.01%
120
195
$13.1K 0.01%
136
+30
196
$13.1K 0.01%
558
+371
197
$13K 0.01%
296
+1
198
$13K 0.01%
258
-162
199
$12.9K 0.01%
26
+1
200
$12.9K 0.01%
123
-40
6 7
8
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