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
$1.18B
AUM Growth
+$96.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$9.02M
2
+$7.94M
3
+$6.75M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$4.86M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$3.28M

Top Sells

1
+$9.03M
2
+$6.65M
3
+$5.72M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.85M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$4.84M

Sector Composition

1 Technology 10.72%
2 Industrials 6.43%
3 Healthcare 4.55%
4 Consumer Staples 4.55%
5 Energy 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$622K 0.05%
9,187
-5,591
252
$618K 0.05%
1,307
-83
253
$615K 0.05%
31,076
+74
254
$607K 0.05%
6,190
-157
255
$605K 0.05%
12,150
+8,084
256
$597K 0.05%
24,456
-1,900
257
$588K 0.05%
18,386
+7,992
258
$580K 0.05%
10,165
-1,399
259
$580K 0.05%
29,952
+1,276
260
$578K 0.05%
5,992
+1,044
261
$577K 0.05%
6,499
-131
262
$574K 0.05%
5,729
+295
263
$567K 0.05%
11,623
+1,171
264
$564K 0.05%
5,164
-1,590
265
$557K 0.05%
15,335
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266
$553K 0.05%
6,302
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267
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9,285
+94
268
$549K 0.05%
28,845
-600
269
$546K 0.05%
+19,326
270
$546K 0.05%
17,363
271
$542K 0.05%
11,164
+1,409
272
$541K 0.05%
9,900
+20
273
$540K 0.05%
5,116
-182
274
$536K 0.05%
6,099
+100
275
$533K 0.05%
+30,424
9 10
11
12 13