VWA

Visionary Wealth Advisors Portfolio holdings

AUM $2.14B
1-Year Est. Return 16.9%
This Quarter Est. Return
1 Year Est. Return
+16.9%
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
State Street 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
276
$225K 0.03%
+2,993
277
$223K 0.03%
+2,873
278
$222K 0.02%
+3,600
279
$222K 0.02%
3,998
-375
280
$221K 0.02%
7,052
-1,000
281
$218K 0.02%
+2,367
282
$218K 0.02%
+1,818
283
$217K 0.02%
+2,917
284
$215K 0.02%
+1,395
285
$204K 0.02%
+6,396
286
$204K 0.02%
23,181
+871
287
$202K 0.02%
1,267
-1,652
288
$131K 0.01%
12,390
-700
289
$83K 0.01%
+1,509
290
$52K 0.01%
10,000
291
– –
-3,495
292
– –
-5,662
293
– –
-14,432
294
– –
-10,870
295
– –
-25,244
296
– –
-12,996
297
– –
-23,400
298
– –
-1,421
299
– –
-577
300
– –
-8,780
9 10 11
12
13