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
351
$262K 0.02%
14,570
-2,200
352
$257K 0.02%
13,090
+675
353
$256K 0.02%
1,073
+1
354
$255K 0.02%
+4,977
355
$255K 0.02%
+1,158
356
$253K 0.02%
1,458
+14
357
$253K 0.02%
+5,230
358
$253K 0.02%
2,257
-100
359
$252K 0.02%
2,254
-17
360
$252K 0.02%
569
361
$252K 0.02%
8,343
+210
362
$247K 0.02%
837
-31
363
$247K 0.02%
+10,200
364
$245K 0.02%
8,063
365
$245K 0.02%
13,274
-625
366
$243K 0.02%
+5,386
367
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5,063
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368
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5,360
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369
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+901
370
$235K 0.02%
+5,737
371
$235K 0.02%
1,734
-50
372
$234K 0.02%
+6,949
373
$232K 0.02%
7,367
-1,244
374
$230K 0.02%
10,486
-18,935
375
$229K 0.02%
+849
13 14
15
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