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
201
$12.8K 0.01%
86
-53
202
$12.7K 0.01%
109
+4
203
$12.6K 0.01%
+30
204
$12.6K 0.01%
120
-101
205
$12.6K 0.01%
28
-1
206
$12.5K 0.01%
101
-1
207
$12.2K 0.01%
61
208
$11.6K 0.01%
20
209
$11.2K 0.01%
189
210
$11.1K 0.01%
+266
211
$11K 0.01%
144
212
$11K 0.01%
137
+15
213
$10.9K 0.01%
26
214
$10.8K 0.01%
108
215
$10.8K 0.01%
284
-5
216
$10.7K 0.01%
163
217
$10.4K 0.01%
81
-37
218
$10.3K 0.01%
92
-14
219
$10.2K 0.01%
160
-18
220
$10.1K 0.01%
35
221
$10K 0.01%
103
222
$10K 0.01%
+178
223
$9.99K 0.01%
101
224
$9.98K 0.01%
77
225
$9.93K 0.01%
234
+2
7 8
9
10 11