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
$1.18B
AUM Growth
+$96.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$9.02M
2
+$7.94M
3
+$6.75M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$4.86M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$3.28M

Top Sells

1
+$9.03M
2
+$6.65M
3
+$5.72M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.85M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$4.84M

Sector Composition

1 Technology 10.72%
2 Industrials 6.43%
3 Healthcare 4.55%
4 Consumer Staples 4.55%
5 Energy 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$766K 0.06%
7,571
+3,913
227
$765K 0.06%
+4,936
228
$751K 0.06%
16,136
-5,118
229
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+36,752
230
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3,105
+11
231
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1,568
-62
232
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2,178
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233
$724K 0.06%
6,952
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234
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15,069
+10,659
235
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9,293
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236
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7,638
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237
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7,043
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238
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239
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240
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241
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243
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24,359
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244
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512
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245
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4,502
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246
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7,943
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$659K 0.06%
3,298
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248
$655K 0.06%
9,452
+1,676
249
$649K 0.06%
24,368
250
$632K 0.05%
6,982
-335
8 9
10
11 12