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
201
$5.02K ﹤0.01%
+97
202
$5.01K ﹤0.01%
+36
203
$4.97K ﹤0.01%
+67
204
$4.88K ﹤0.01%
+23
205
$4.76K ﹤0.01%
+16
206
$4.68K ﹤0.01%
+81
207
$4.64K ﹤0.01%
+38
208
$4.62K ﹤0.01%
+140
209
$4.59K ﹤0.01%
+18
210
$4.38K ﹤0.01%
+15
211
$4.36K ﹤0.01%
+9
212
$4.27K ﹤0.01%
+12
213
$4.14K ﹤0.01%
+20
214
$4.13K ﹤0.01%
+27
215
$4.13K ﹤0.01%
+9
216
$4.11K ﹤0.01%
+32
217
$4.09K ﹤0.01%
+46
218
$4.09K ﹤0.01%
+10
219
$4.08K ﹤0.01%
+26
220
$4.07K ﹤0.01%
+51
221
$4K ﹤0.01%
+10
222
$3.96K ﹤0.01%
+20
223
$3.95K ﹤0.01%
+9
224
$3.94K ﹤0.01%
+42
225
$3.92K ﹤0.01%
+297
7 8
9
10 11