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
$1.25B
AUM Growth
+$69.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$6.22M
3
+$5.95M
4
SDSI icon
American Century Short Duration Strategic Income ETF
SDSI
+$5.74M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$5.3M

Top Sells

1
+$8.94M
2
+$8.83M
3
+$6.33M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.57M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.89M

Sector Composition

1 Technology 11.17%
2 Industrials 6.51%
3 Consumer Staples 4.36%
4 Healthcare 4.33%
5 Financials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$477K 0.04%
14,608
302
$471K 0.04%
12,491
-12,710
303
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+23,433
304
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305
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13,594
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307
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308
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312
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40,389
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315
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2,471
323
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10,919
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324
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3,779
-76
325
$392K 0.03%
3,456
-21,045
11 12
13
14 15