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
276
$426K 0.03%
5,149
+1,239
277
$426K 0.03%
16,248
278
$417K 0.03%
4,443
+137
279
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1,377
+8
280
$413K 0.03%
1,250
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281
$413K 0.03%
34,784
-1,341
282
$412K 0.03%
17,866
+866
283
$410K 0.03%
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-20
284
$407K 0.03%
27,550
+5,140
285
$405K 0.03%
8,054
+2,695
286
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5,821
-10,857
287
$397K 0.03%
5,733
+431
288
$394K 0.03%
10,925
+513
289
$387K 0.03%
11,360
290
$385K 0.03%
11,534
-1,656
291
$383K 0.03%
+3,475
292
$376K 0.03%
5,435
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293
$372K 0.03%
+10,297
294
$371K 0.03%
2,380
+65
295
$369K 0.03%
2,000
+305
296
$369K 0.03%
8,917
+515
297
$368K 0.03%
+7,033
298
$367K 0.03%
+5,505
299
$367K 0.03%
6,228
300
$362K 0.03%
3,380
+1,248
10 11
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