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
$1.23B
AUM Growth
-$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$4.46M
3
+$3.66M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3M
5
LGOV icon
First Trust Long Duration Opportunities ETF
LGOV
+$2.92M

Top Sells

1
+$3.97M
2
+$2.57M
3
+$1.81M
4
XOM icon
Exxon Mobil
XOM
+$1.78M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.68M

Sector Composition

1 Technology 10.65%
2 Industrials 6.31%
3 Healthcare 4.42%
4 Consumer Staples 4.18%
5 Financials 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$872K 0.07%
3,194
-68
227
$869K 0.07%
12,627
+106
228
$856K 0.07%
24,537
-527
229
$855K 0.07%
16,970
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230
$854K 0.07%
19,288
-828
231
$853K 0.07%
2,980
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232
$815K 0.07%
11,125
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233
$801K 0.06%
11,770
+7,025
234
$799K 0.06%
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235
$798K 0.06%
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236
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7,585
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237
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16,291
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238
$771K 0.06%
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-99
239
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3,113
240
$761K 0.06%
10,165
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241
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17,309
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242
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588
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243
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19,126
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244
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13,193
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245
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7,923
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246
$731K 0.06%
9,355
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247
$724K 0.06%
21,264
+8,773
248
$724K 0.06%
20,655
-1,514
249
$722K 0.06%
5,482
-24
250
$717K 0.06%
2,141
-217
8 9
10
11 12