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
$1.24B
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$15.3M
3
+$15M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$10.6M
5
VB icon
Vanguard Small-Cap ETF
VB
+$10.1M

Top Sells

1
+$18.7M
2
+$16.7M
3
+$12.4M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$11.4M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$7.11M

Sector Composition

1 Technology 9.94%
2 Healthcare 5.05%
3 Industrials 5.03%
4 Consumer Staples 4.02%
5 Financials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$498K 0.04%
4,533
+47
252
$496K 0.04%
+20,303
253
$494K 0.04%
2,328
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254
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-44,557
255
$483K 0.04%
19,095
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256
$482K 0.04%
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257
$477K 0.04%
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258
$476K 0.04%
15,750
259
$473K 0.04%
18,995
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260
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261
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7,002
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262
$457K 0.04%
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263
$451K 0.04%
16,220
+1,789
264
$449K 0.04%
587
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265
$448K 0.04%
4,657
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266
$446K 0.04%
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8,953
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$435K 0.04%
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270
$433K 0.03%
+16,754
271
$433K 0.03%
7,510
-289
272
$432K 0.03%
+7,885
273
$432K 0.03%
17,709
+4,260
274
$431K 0.03%
3,268
-250
275
$427K 0.03%
3,286
+1,329
9 10
11
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