VWA

Valued Wealth Advisors Portfolio holdings

AUM $247M
1-Year Est. Return 21.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$216M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
638
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.15M
3
+$2.12M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.86M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$969K

Top Sells

1
+$99.8K
2
+$78.3K
3
+$56.8K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$56.4K
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$42.5K

Sector Composition

1 Technology 1.59%
2 Financials 0.7%
3 Communication Services 0.6%
4 Consumer Discretionary 0.5%
5 Industrials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$12.1K 0.01%
60
+2
202
$11.9K 0.01%
167
-11
203
$11.7K 0.01%
108
204
$10.7K ﹤0.01%
166
+2
205
$10.5K ﹤0.01%
72
+2
206
$10.5K ﹤0.01%
20
207
$10.4K ﹤0.01%
17
208
$10.4K ﹤0.01%
47
+2
209
$10.3K ﹤0.01%
23
-2
210
$10.3K ﹤0.01%
228
-39
211
$10.3K ﹤0.01%
52
+2
212
$10.2K ﹤0.01%
29
213
$10.2K ﹤0.01%
140
-19
214
$10.2K ﹤0.01%
50
215
$10.1K ﹤0.01%
81
-19
216
$10.1K ﹤0.01%
285
217
$10K ﹤0.01%
77
218
$9.99K ﹤0.01%
48
219
$9.79K ﹤0.01%
201
+10
220
$9.73K ﹤0.01%
45
+1
221
$9.71K ﹤0.01%
175
222
$9.69K ﹤0.01%
925
223
$9.66K ﹤0.01%
93
+6
224
$9.64K ﹤0.01%
63
+6
225
$9.63K ﹤0.01%
174
7 8
9
10 11