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
201
$8.5K 0.01%
93
+5
202
$8.39K 0.01%
66
+34
203
$8.33K 0.01%
38
+22
204
$8.23K 0.01%
108
205
$8.15K 0.01%
58
+16
206
$8.06K 0.01%
60
+11
207
$8.05K 0.01%
32
+5
208
$8.03K 0.01%
173
209
$8K 0.01%
14
210
$7.93K 0.01%
117
211
$7.91K 0.01%
41
-1
212
$7.83K 0.01%
41
+5
213
$7.78K 0.01%
53
+27
214
$7.73K 0.01%
189
215
$7.72K 0.01%
63
+5
216
$7.5K 0.01%
67
+42
217
$7.43K 0.01%
676
218
$7.34K 0.01%
22
+3
219
$7.23K 0.01%
28
+14
220
$7.18K 0.01%
124
+99
221
$7.16K 0.01%
23
+8
222
$7.05K 0.01%
54
+16
223
$7.04K 0.01%
100
-12
224
$7.02K 0.01%
21
+11
225
$7K 0.01%
118
+18
7 8
9
10 11