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
326
$360K 0.03%
3,855
+1
327
$358K 0.03%
+11,648
328
$357K 0.03%
4,143
-1,662
329
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+341
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$346K 0.03%
2,777
-83
331
$344K 0.03%
13,282
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332
$338K 0.03%
10,399
-777
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$335K 0.03%
1,484
334
$334K 0.03%
8,809
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335
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39,940
+140
336
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5,440
+80
337
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10,400
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338
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14,532
-282
339
$326K 0.03%
+6,433
340
$324K 0.03%
5,074
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341
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+31,025
343
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5,325
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344
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5,514
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345
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11,386
-4,778
346
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2,745
+491
347
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1,290
+132
348
$313K 0.03%
956
-192
349
$312K 0.03%
8,180
+1,156
350
$312K 0.03%
3,174
-41,111
12 13
14
15 16