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
$1.25B
AUM Growth
+$69.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$6.22M
3
+$5.95M
4
SDSI icon
American Century Short Duration Strategic Income ETF
SDSI
+$5.74M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$5.3M

Top Sells

1
+$8.94M
2
+$8.83M
3
+$6.33M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.57M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.89M

Sector Composition

1 Technology 11.17%
2 Industrials 6.51%
3 Consumer Staples 4.36%
4 Healthcare 4.33%
5 Financials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$867K 0.07%
17,356
-17,898
227
$854K 0.07%
34,667
+1,958
228
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17,070
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229
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230
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13,946
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231
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22,169
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232
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233
$812K 0.07%
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234
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2,358
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235
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236
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237
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238
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239
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240
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30,090
245
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246
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2,581
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247
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8,468
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248
$697K 0.06%
30,649
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249
$691K 0.06%
7,064
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250
$684K 0.05%
3,237
-61
8 9
10
11 12