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
$1.24B
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$15.3M
3
+$15M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$10.6M
5
VB icon
Vanguard Small-Cap ETF
VB
+$10.1M

Top Sells

1
+$18.7M
2
+$16.7M
3
+$12.4M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$11.4M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$7.11M

Sector Composition

1 Technology 9.94%
2 Healthcare 5.05%
3 Industrials 5.03%
4 Consumer Staples 4.02%
5 Financials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$236K 0.02%
+5,097
377
$235K 0.02%
5,553
-9
378
$235K 0.02%
+2,063
379
$230K 0.02%
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380
$229K 0.02%
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381
$227K 0.02%
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-30
382
$226K 0.02%
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383
$226K 0.02%
4,350
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384
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+6,935
385
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386
$224K 0.02%
9,769
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388
$218K 0.02%
1,624
-63
389
$217K 0.02%
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390
$217K 0.02%
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391
$215K 0.02%
13,650
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392
$215K 0.02%
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16,538
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396
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397
$210K 0.02%
18,760
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398
$210K 0.02%
2,690
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399
$208K 0.02%
+3,619
400
$207K 0.02%
4,574
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14 15
16
17 18