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
351
$311K 0.03%
9,835
352
$310K 0.03%
4,107
+452
353
$309K 0.03%
10,484
-150
354
$304K 0.03%
2,993
+86
355
$300K 0.03%
1,750
-71
356
$295K 0.03%
511
-20
357
$292K 0.02%
7,566
+407
358
$292K 0.02%
4,069
-175
359
$290K 0.02%
+3,403
360
$289K 0.02%
4,555
-824
361
$288K 0.02%
14,442
-1,022
362
$288K 0.02%
1,958
+1,109
363
$286K 0.02%
15,591
-2,212
364
$284K 0.02%
2,104
-635
365
$283K 0.02%
5,240
-888
366
$277K 0.02%
414
-2
367
$276K 0.02%
2,821
-291
368
$276K 0.02%
8,890
+50
369
$273K 0.02%
1,336
+33
370
$273K 0.02%
+3,151
371
$270K 0.02%
3,887
+16
372
$267K 0.02%
2,287
+30
373
$263K 0.02%
+9,159
374
$262K 0.02%
4,977
375
$262K 0.02%
5,235
+5
13 14
15
16 17