VWA
Visionary Wealth Advisors Portfolio holdings
AUM
$1.96B
This Quarter Return
+18.42%
1 Year Return
+15.27%
3 Year Return
+55.08%
5 Year Return
+87.77%
10 Year Return
–
AUM
$657M
AUM Growth
+$657M
(+24%)
Cap. Flow
+$41M
Cap. Flow
% of AUM
6.25%
Top 10 Holdings %
Top 10 Hldgs %
30.9%
Holding
241
New
43
Increased
129
Reduced
57
Closed
11
Top Buys
| 1 |
iShares MSCI World ETF
URTH
|
$5.92M |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$5.64M |
| 3 |
SPDR Gold Trust
GLD
|
$5.33M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$5.24M |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
$5.23M |
Top Sells
Sector Composition
| 1 | Technology | 11.82% |
| 2 | Healthcare | 5.62% |
| 3 | Consumer Staples | 5.28% |
| 4 | Industrials | 4.6% |
| 5 | Financials | 2.47% |
