VWA

Visionary Wealth Advisors Portfolio holdings

AUM $2.22B
1-Year Est. Return 16.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
-$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$5.39M
3
+$3.81M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3.15M
5
LGOV icon
First Trust Long Duration Opportunities ETF
LGOV
+$3.08M

Top Sells

1
+$4.41M
2
+$2.68M
3
+$1.81M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.68M
5
VHT icon
Vanguard Health Care ETF
VHT
+$1.67M

Sector Composition

1 Technology 10.65%
2 Industrials 6.31%
3 Healthcare 4.42%
4 Consumer Staples 4.18%
5 Financials 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$282K 0.02%
8,400
+291
377
$278K 0.02%
859
-29
378
$276K 0.02%
5,549
379
$276K 0.02%
13,575
+805
380
$275K 0.02%
11,498
-3,742
381
$273K 0.02%
2,763
-130
382
$273K 0.02%
9,159
383
$271K 0.02%
5,763
-11,593
384
$271K 0.02%
+13,715
385
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8,048
+185
386
$269K 0.02%
589
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$267K 0.02%
30,626
+101
388
$267K 0.02%
1,356
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389
$263K 0.02%
901
390
$263K 0.02%
5,265
+110
391
$261K 0.02%
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-203
392
$259K 0.02%
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393
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394
$257K 0.02%
3,791
395
$252K 0.02%
5,441
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396
$251K 0.02%
496
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$250K 0.02%
1,037
-54
398
$248K 0.02%
2,193
+65
399
$245K 0.02%
+10,900
400
$244K 0.02%
9,063
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16
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