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
$1.53B
AUM Growth
+$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$4.25M
3
+$3.39M
4
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$3.3M
5
MSFT icon
Microsoft
MSFT
+$3.23M

Top Sells

1
+$5.98M
2
+$3.64M
3
+$3.56M
4
USB icon
US Bancorp
USB
+$3.52M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$2.93M

Sector Composition

1 Technology 12.46%
2 Industrials 5.86%
3 Consumer Staples 4.28%
4 Financials 3.69%
5 Healthcare 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$739K 0.05%
3,130
-22
277
$727K 0.05%
31,882
-15,842
278
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12,963
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279
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5,240
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280
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281
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55,809
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282
$693K 0.05%
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283
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284
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285
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286
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287
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288
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289
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290
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294
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295
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29,139
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296
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930
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297
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6,214
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298
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8,040
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299
$611K 0.04%
10,387
300
$609K 0.04%
19,996
-1,372
10 11
12
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