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
$1.25B
AUM Growth
+$69.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$6.22M
3
+$5.95M
4
SDSI icon
American Century Short Duration Strategic Income ETF
SDSI
+$5.74M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$5.3M

Top Sells

1
+$8.94M
2
+$8.83M
3
+$6.33M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.57M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.89M

Sector Composition

1 Technology 11.17%
2 Industrials 6.51%
3 Consumer Staples 4.36%
4 Healthcare 4.33%
5 Financials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$277K 0.02%
5,514
-178,257
377
$275K 0.02%
9,159
378
$273K 0.02%
4,977
379
$271K 0.02%
3,791
-96
380
$271K 0.02%
38,540
-1,400
381
$271K 0.02%
1,540
+70
382
$271K 0.02%
7,863
383
$270K 0.02%
1,391
+55
384
$270K 0.02%
5,155
-80
385
$267K 0.02%
12,770
+3,455
386
$267K 0.02%
511
387
$264K 0.02%
5,673
+308
388
$264K 0.02%
7,468
-1,341
389
$263K 0.02%
15,682
+91
390
$262K 0.02%
8,190
-700
391
$258K 0.02%
1,722
+224
392
$257K 0.02%
13,722
+648
393
$256K 0.02%
+1,999
394
$256K 0.02%
5,437
-51,065
395
$249K 0.02%
1,490
-20
396
$248K 0.02%
14,348
397
$246K 0.02%
513
-56
398
$245K 0.02%
6,013
-3,192
399
$244K 0.02%
2,589
400
$242K 0.02%
2,159
-189
14 15
16
17 18