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
376
$226K 0.02%
7,600
-2,900
377
$224K 0.02%
1,648
+2
378
$224K 0.02%
2,677
-189
379
$224K 0.02%
+2,494
380
$221K 0.02%
+4,399
381
$219K 0.02%
+9,965
382
$219K 0.02%
+9,065
383
$212K 0.02%
+3,432
384
$210K 0.02%
+891
385
$208K 0.02%
12,854
-625
386
$208K 0.02%
+3,984
387
$208K 0.02%
+5,100
388
$206K 0.02%
+2,071
389
$206K 0.02%
4,410
-250,388
390
$205K 0.02%
2,637
-16
391
$204K 0.02%
+1,746
392
$204K 0.02%
16,763
+3,015
393
$203K 0.02%
+1,470
394
$202K 0.02%
3,366
-1,562
395
$201K 0.02%
+4,382
396
$200K 0.02%
4,066
-84,410
397
$176K 0.02%
16,575
398
$168K 0.02%
17,231
-291
399
$147K 0.01%
+650
400
$123K 0.01%
12,200
-2,000
14 15
16
17 18