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
201
$9.7K 0.01%
102
202
$9.67K 0.01%
295
-49
203
$9.66K 0.01%
130
204
$9.6K 0.01%
68
+30
205
$9.55K 0.01%
265
206
$9.34K 0.01%
54
+13
207
$9.34K 0.01%
77
-1
208
$9.29K 0.01%
175
+19
209
$9.13K 0.01%
117
210
$9.11K 0.01%
193
+95
211
$8.98K 0.01%
49
+19
212
$8.98K 0.01%
33
-7
213
$8.79K 0.01%
163
214
$8.74K 0.01%
+48
215
$8.64K 0.01%
89
+37
216
$8.53K 0.01%
+17
217
$8.46K 0.01%
173
218
$8.33K 0.01%
14
219
$8.31K 0.01%
38
220
$8.25K 0.01%
108
221
$8.22K 0.01%
189
222
$8.09K 0.01%
208
+53
223
$7.95K 0.01%
45
+7
224
$7.94K 0.01%
55
+15
225
$7.89K 0.01%
57
+9
7 8
9
10 11