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
$1.53B
AUM Growth
+$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$4.25M
3
+$3.39M
4
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$3.3M
5
MSFT icon
Microsoft
MSFT
+$3.23M

Top Sells

1
+$5.98M
2
+$3.64M
3
+$3.56M
4
USB icon
US Bancorp
USB
+$3.52M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$2.93M

Sector Composition

1 Technology 12.46%
2 Industrials 5.86%
3 Consumer Staples 4.28%
4 Financials 3.69%
5 Healthcare 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.19M 0.08%
39,726
+11,521
227
$1.19M 0.08%
39,933
-32,563
228
$1.17M 0.08%
+15,083
229
$1.16M 0.08%
23,240
+995
230
$1.13M 0.07%
12,209
-1,038
231
$1.12M 0.07%
38,115
232
$1.12M 0.07%
11,421
+86
233
$1.09M 0.07%
9,147
+1,157
234
$1.08M 0.07%
20,405
-1,224
235
$1.06M 0.07%
8,094
+565
236
$1.06M 0.07%
1,906
-151
237
$1.05M 0.07%
6,158
+219
238
$1.04M 0.07%
12,394
+1,367
239
$1.02M 0.07%
4,490
-65
240
$1.01M 0.07%
615
241
$1M 0.07%
34,294
+9,971
242
$996K 0.07%
2,990
-89
243
$989K 0.06%
30,090
244
$973K 0.06%
3,152
+8
245
$938K 0.06%
16,376
-561
246
$936K 0.06%
2,831
+49
247
$933K 0.06%
32,778
+4,979
248
$931K 0.06%
20,638
+2,147
249
$927K 0.06%
2,371
-138
250
$908K 0.06%
20,748
+719
8 9
10
11 12