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
276
$583K 0.05%
5,748
+966
277
$578K 0.05%
+21,863
278
$570K 0.05%
12,061
-11
279
$562K 0.05%
17,356
280
$562K 0.05%
4,569
-1,648
281
$557K 0.05%
7,415
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282
$556K 0.05%
30,424
283
$556K 0.05%
5,378
+29
284
$551K 0.04%
18,004
-1,089
285
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28,353
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286
$533K 0.04%
6,035
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287
$533K 0.04%
26,173
+6,428
288
$531K 0.04%
15,269
289
$525K 0.04%
16,899
+6,490
290
$524K 0.04%
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291
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292
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293
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37,175
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294
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15,436
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295
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4,542
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296
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297
$513K 0.04%
7,089
-5,749
298
$513K 0.04%
4,602
+2,729
299
$507K 0.04%
6,780
-523
300
$505K 0.04%
20,370
10 11
12
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