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
276
$527K 0.04%
5,203
+253
277
$526K 0.04%
7,511
+23
278
$524K 0.04%
9,255
+1,350
279
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280
$503K 0.04%
15,949
-1,755
281
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8,855
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282
$488K 0.04%
5,392
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283
$485K 0.04%
38,491
+5,912
284
$482K 0.04%
20,670
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285
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-73
286
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287
$478K 0.04%
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-135
288
$475K 0.04%
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289
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16,063
+2,850
290
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-1,640
291
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293
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294
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35,994
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295
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296
$436K 0.04%
14,608
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297
$432K 0.04%
+18,070
298
$427K 0.04%
+13,281
299
$426K 0.04%
18,317
+137
300
$426K 0.04%
+8,335
10 11
12
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