VWA

Visionary Wealth Advisors Portfolio holdings

AUM $2.22B
1-Year Est. Return 16.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$892M
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$7.03M
3
+$5.8M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.91M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$4.76M

Top Sells

1
+$3.95M
2
+$3.93M
3
+$3.85M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$3.31M
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$2.74M

Sector Composition

1 Technology 11.26%
2 Healthcare 4.95%
3 Industrials 4.78%
4 Consumer Staples 4.7%
5 Financials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-80,965
302
– –
-26,244
303
– –
-4,218
304
– –
-6,660
305
– –
-5,257
9 10 11 12
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