VWA

Visionary Wealth Advisors Portfolio holdings

AUM $2.22B
1-Year Est. Return 16.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.67%
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
+$5.65M
2
+$5.39M
3
+$3.81M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3.15M
5
LGOV icon
First Trust Long Duration Opportunities ETF
LGOV
+$3.08M

Top Sells

1
+$4.41M
2
+$2.68M
3
+$1.81M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.68M
5
VHT icon
Vanguard Health Care ETF
VHT
+$1.67M

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
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19,288
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231
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232
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233
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11,770
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234
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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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239
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3,113
240
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19,126
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9,355
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247
$724K 0.06%
21,264
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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