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
276
$388K 0.04%
4,926
-449
277
$384K 0.04%
842
-53
278
$384K 0.04%
2,261
-78
279
$383K 0.04%
10,951
+3,505
280
$382K 0.04%
3,772
-50
281
$379K 0.04%
32,579
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282
$376K 0.03%
11,176
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283
$376K 0.03%
8,635
+1,285
284
$375K 0.03%
9,079
+1,642
285
$371K 0.03%
13,213
-375
286
$371K 0.03%
2,630
+15
287
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4,393
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288
$359K 0.03%
3,658
-1,402
289
$358K 0.03%
2,471
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290
$354K 0.03%
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-302
291
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292
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9,265
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293
$351K 0.03%
10,857
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294
$346K 0.03%
2,549
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295
$346K 0.03%
7,454
+295
296
$344K 0.03%
14,248
+3,425
297
$344K 0.03%
1,484
+3
298
$340K 0.03%
29,415
-2,815
299
$339K 0.03%
3,484
+448
300
$337K 0.03%
2,609
+85
10 11
12
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