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
326
$413K 0.03%
17,737
+170
327
$407K 0.03%
39,714
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328
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-200
329
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+1,030
330
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-100
332
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2,471
333
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334
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335
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337
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338
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340
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341
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343
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25,975
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344
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34,809
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345
$357K 0.03%
14,498
346
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2,485
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347
$350K 0.03%
20,850
+125
348
$348K 0.03%
10,090
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349
$348K 0.03%
5,083
-2
350
$337K 0.03%
1,272
-204
12 13
14
15 16