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
$1.08B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$10.9M
3
+$9.7M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$7.13M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$7.08M

Top Sells

1
+$11.7M
2
+$6.61M
3
+$5.58M
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$4.15M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$3.4M

Sector Composition

1 Technology 9.35%
2 Industrials 6.36%
3 Healthcare 5.4%
4 Consumer Staples 4.92%
5 Financials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$293K 0.03%
6,128
-100
327
$292K 0.03%
531
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328
$290K 0.03%
4,956
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329
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+5,911
330
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331
$287K 0.03%
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+360
332
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334
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335
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336
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337
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338
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-19
339
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340
$274K 0.03%
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341
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342
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344
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3,655
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345
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346
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+5,362
347
$266K 0.02%
12,334
+1,895
348
$264K 0.02%
8,310
-3,800
349
$264K 0.02%
8,840
+200
350
$262K 0.02%
3,871
-21
12 13
14
15 16