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
$1.08B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$10.9M
3
+$9.7M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$7.13M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$7.08M

Top Sells

1
+$11.7M
2
+$6.61M
3
+$5.58M
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$4.15M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$3.4M

Sector Composition

1 Technology 9.35%
2 Industrials 6.36%
3 Healthcare 5.4%
4 Consumer Staples 4.92%
5 Financials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$458K 0.04%
18,180
+1,717
252
$457K 0.04%
39,800
+750
253
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8,973
-8,299
254
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255
$449K 0.04%
+15,237
256
$448K 0.04%
9,755
+2,352
257
$445K 0.04%
5,999
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258
$445K 0.04%
7,905
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259
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16,164
-8,109
260
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28,676
+3,806
261
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35,630
+5,924
262
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12,321
263
$417K 0.04%
2,800
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264
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3,854
-100
265
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266
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269
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6,244
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270
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13,330
-8,567
271
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2,997
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272
$396K 0.04%
13,333
273
$394K 0.04%
1,148
-114
274
$392K 0.04%
10,319
-2,186
275
$392K 0.04%
39,084
-225
9 10
11
12 13