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
$1.24B
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$15.3M
3
+$15M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$10.6M
5
VB icon
Vanguard Small-Cap ETF
VB
+$10.1M

Top Sells

1
+$18.7M
2
+$16.7M
3
+$12.4M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$11.4M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$7.11M

Sector Composition

1 Technology 9.94%
2 Healthcare 5.05%
3 Industrials 5.03%
4 Consumer Staples 4.02%
5 Financials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$342K 0.03%
594
+49
302
$340K 0.03%
6,124
+875
303
$339K 0.03%
+1,472
304
$338K 0.03%
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+1,556
305
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1,459
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306
$338K 0.03%
7,410
+15
307
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3,739
+1,533
308
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+13,192
309
$329K 0.03%
+11,207
310
$328K 0.03%
793
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311
$327K 0.03%
7,484
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312
$326K 0.03%
5,195
+1,233
313
$325K 0.03%
+6,293
314
$325K 0.03%
7,005
-610
315
$322K 0.03%
8,333
-9,034
316
$319K 0.03%
4,197
-8,032
317
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2,978
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318
$313K 0.03%
6,788
+98
319
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4,708
-95
320
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44,200
+500
321
$308K 0.02%
521
-11
322
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+5,704
323
$306K 0.02%
2,207
+494
324
$305K 0.02%
1,736
-2
325
$298K 0.02%
4,151
+1,490
11 12
13
14 15