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
$1.23B
AUM Growth
-$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$4.46M
3
+$3.66M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3M
5
LGOV icon
First Trust Long Duration Opportunities ETF
LGOV
+$2.92M

Top Sells

1
+$3.97M
2
+$2.57M
3
+$1.81M
4
XOM icon
Exxon Mobil
XOM
+$1.78M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.68M

Sector Composition

1 Technology 10.65%
2 Industrials 6.31%
3 Healthcare 4.42%
4 Consumer Staples 4.18%
5 Financials 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$498K 0.04%
13,488
-1,045
302
$497K 0.04%
6,568
-6,071
303
$496K 0.04%
5,432
-787
304
$493K 0.04%
8,317
-281
305
$493K 0.04%
5,090
-148
306
$486K 0.04%
8,369
-547
307
$484K 0.04%
14,369
-239
308
$484K 0.04%
10,387
-375
309
$481K 0.04%
8,518
-199
310
$478K 0.04%
14,278
311
$474K 0.04%
7,815
-1,125
312
$462K 0.04%
8,545
313
$459K 0.04%
19,290
314
$457K 0.04%
10,417
-10,086
315
$453K 0.04%
7,144
+28
316
$453K 0.04%
5,589
+24
317
$449K 0.04%
13,594
318
$443K 0.04%
13,159
+3,324
319
$442K 0.04%
4,705
-328
320
$438K 0.04%
7,116
-119
321
$434K 0.04%
18,924
+217
322
$418K 0.03%
9,418
-591
323
$416K 0.03%
14,136
+334
324
$414K 0.03%
+8,159
325
$414K 0.03%
+14,561
11 12
13
14 15