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
$1.08B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$10.9M
3
+$9.7M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$7.13M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$7.08M

Top Sells

1
+$11.7M
2
+$6.61M
3
+$5.58M
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$4.15M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$3.4M

Sector Composition

1 Technology 9.35%
2 Industrials 6.36%
3 Healthcare 5.4%
4 Consumer Staples 4.92%
5 Financials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$546K 0.05%
1,272
+240
227
$546K 0.05%
3,206
-3,209
228
$543K 0.05%
4,950
+337
229
$543K 0.05%
6,390
-425
230
$541K 0.05%
6,630
+16
231
$534K 0.05%
15,434
-16,082
232
$531K 0.05%
16,082
+1,061
233
$530K 0.05%
17,704
-2,805
234
$519K 0.05%
+17,363
235
$519K 0.05%
9,191
+1,397
236
$510K 0.05%
4,948
+67
237
$501K 0.05%
5,907
-578
238
$497K 0.05%
5,951
+59
239
$496K 0.05%
4,824
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240
$491K 0.05%
5,805
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241
$488K 0.05%
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242
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+5,554
243
$482K 0.04%
15,547
244
$482K 0.04%
9,444
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245
$482K 0.04%
14,647
+1,336
246
$480K 0.04%
7,488
+283
247
$476K 0.04%
17,903
+1,265
248
$472K 0.04%
5,434
-602
249
$468K 0.04%
15,550
-200
250
$468K 0.04%
29,445
+575
8 9
10
11 12