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
376
$261K 0.02%
569
377
$254K 0.02%
1,271
-282
378
$254K 0.02%
5,365
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379
$253K 0.02%
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380
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381
$251K 0.02%
14,348
382
$250K 0.02%
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-400
383
$249K 0.02%
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384
$248K 0.02%
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385
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3,144
-1,782
386
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705
-132
387
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388
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4,457
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14,570
391
$238K 0.02%
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396
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397
$231K 0.02%
20,875
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398
$230K 0.02%
6,810
-1,500
399
$230K 0.02%
901
400
$229K 0.02%
12,334
14 15
16
17 18