VWA

Visionary Wealth Advisors Portfolio holdings

AUM $1.96B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24B
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$15.3M
3
+$15M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$10.6M
5
VB icon
Vanguard Small-Cap ETF
VB
+$10.1M

Top Sells

1
+$18.7M
2
+$16.7M
3
+$12.4M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$11.4M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$7.11M

Sector Composition

1 Technology 9.94%
2 Healthcare 5.05%
3 Industrials 5.03%
4 Consumer Staples 4.02%
5 Financials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$624K 0.05%
22,543
+200
227
$622K 0.05%
8,511
-1,630
228
$619K 0.05%
22,435
+17
229
$614K 0.05%
19,209
-5,478
230
$603K 0.05%
2,517
-245
231
$583K 0.05%
15,979
+126
232
$581K 0.05%
+10,242
233
$576K 0.05%
2,387
+1,112
234
$574K 0.05%
12,532
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235
$571K 0.05%
9,880
236
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4,837
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237
$552K 0.04%
1,472
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238
$548K 0.04%
17,005
+1,905
239
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6,205
-3,073
240
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241
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242
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15,870
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243
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244
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3,023
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245
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2,865
-4,298
246
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11,265
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247
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10,150
+2,533
248
$507K 0.04%
11,804
+240
249
$503K 0.04%
5,939
+1,648
250
$502K 0.04%
2,983
-11,349
8 9
10
11 12