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
326
$296K 0.02%
+7,306
327
$293K 0.02%
+1,406
328
$291K 0.02%
+4,115
329
$290K 0.02%
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330
$289K 0.02%
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331
$289K 0.02%
11,682
-9,450
332
$288K 0.02%
2,252
+127
333
$288K 0.02%
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-25,622
334
$286K 0.02%
5,325
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335
$286K 0.02%
+1,770
336
$284K 0.02%
+7,530
337
$284K 0.02%
25,171
+11,717
338
$283K 0.02%
1,784
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339
$282K 0.02%
1,746
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340
$282K 0.02%
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341
$282K 0.02%
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342
$280K 0.02%
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2,753
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344
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569
345
$279K 0.02%
22,800
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346
$277K 0.02%
5,178
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347
$277K 0.02%
+8,311
348
$277K 0.02%
12,461
-18
349
$275K 0.02%
8,403
+728
350
$275K 0.02%
+7,293
12 13
14
15 16