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
301
$417K 0.04%
2,518
-282
302
$411K 0.03%
10,848
-103
303
$401K 0.03%
5,753
+1,014
304
$398K 0.03%
42,149
+3,065
305
$398K 0.03%
+16,875
306
$398K 0.03%
14,498
307
$396K 0.03%
3,224
-260
308
$385K 0.03%
6,076
+501
309
$383K 0.03%
9,366
+101
310
$380K 0.03%
+7,150
311
$379K 0.03%
+7,464
312
$379K 0.03%
12,313
-1,020
313
$375K 0.03%
1,642
+184
314
$375K 0.03%
2,471
315
$374K 0.03%
29,667
+252
316
$372K 0.03%
9,205
-7,198
317
$372K 0.03%
+4,333
318
$369K 0.03%
11,680
-1,650
319
$368K 0.03%
10,887
+30
320
$368K 0.03%
2,634
-18
321
$366K 0.03%
18,108
-20,984
322
$366K 0.03%
21,341
+2,515
323
$365K 0.03%
6,954
-500
324
$364K 0.03%
+6,378
325
$363K 0.03%
2,768
-146
11 12
13
14 15