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
$892M
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$7.05M
3
+$6.39M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$5.18M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.01M

Top Sells

1
+$4.19M
2
+$4.06M
3
+$3.88M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$3.56M
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$2.76M

Sector Composition

1 Technology 11.26%
2 Healthcare 4.95%
3 Industrials 4.78%
4 Consumer Staples 4.7%
5 Financials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$262K 0.03%
+5,468
252
$260K 0.03%
7,815
+749
253
$255K 0.03%
8,750
254
$255K 0.03%
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-11,749
255
$253K 0.03%
1,587
+180
256
$253K 0.03%
4,999
-39,630
257
$253K 0.03%
1,790
+34
258
$251K 0.03%
+7,990
259
$248K 0.03%
4,249
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260
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1,697
+143
261
$247K 0.03%
40,100
+1,600
262
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2,796
-140
263
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4,192
+8
264
$245K 0.03%
+2,769
265
$243K 0.03%
+4,242
266
$242K 0.03%
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267
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268
$241K 0.03%
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269
$239K 0.03%
+5,620
270
$236K 0.03%
9,607
-4,679
271
$232K 0.03%
+7,551
272
$231K 0.03%
2,626
-8
273
$229K 0.03%
23,375
+700
274
$229K 0.03%
11,554
-750
275
$227K 0.03%
+845
9 10
11
12 13