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
$1.23B
AUM Growth
-$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$4.46M
3
+$3.66M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3M
5
LGOV icon
First Trust Long Duration Opportunities ETF
LGOV
+$2.92M

Top Sells

1
+$3.97M
2
+$2.57M
3
+$1.81M
4
XOM icon
Exxon Mobil
XOM
+$1.78M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.68M

Sector Composition

1 Technology 10.65%
2 Industrials 6.31%
3 Healthcare 4.42%
4 Consumer Staples 4.18%
5 Financials 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$703K 0.06%
56,606
+18,186
252
$678K 0.05%
13,504
+624
253
$672K 0.05%
44,751
-1,640
254
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7,018
-46
255
$660K 0.05%
6,767
+1,675
256
$652K 0.05%
+26,066
257
$651K 0.05%
24,756
+4,128
258
$646K 0.05%
13,189
-35
259
$644K 0.05%
3,178
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260
$642K 0.05%
22,211
+7,086
261
$636K 0.05%
31,912
+1,263
262
$633K 0.05%
30,658
-302
263
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23,793
-325
264
$627K 0.05%
10,648
-6,578
265
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8,489
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266
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267
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18,987
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268
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8,400
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269
$607K 0.05%
16,428
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270
$605K 0.05%
5,644
-111
271
$602K 0.05%
1,194
-83
272
$600K 0.05%
6,580
+2,847
273
$589K 0.05%
7,498
-46
274
$588K 0.05%
6,201
-213
275
$585K 0.05%
28,375
-520
9 10
11
12 13