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
$1.53B
AUM Growth
+$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$4.25M
3
+$3.39M
4
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$3.3M
5
MSFT icon
Microsoft
MSFT
+$3.23M

Top Sells

1
+$5.98M
2
+$3.64M
3
+$3.56M
4
USB icon
US Bancorp
USB
+$3.52M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$2.93M

Sector Composition

1 Technology 12.46%
2 Industrials 5.86%
3 Consumer Staples 4.28%
4 Financials 3.69%
5 Healthcare 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$378K 0.02%
+1,286
377
$375K 0.02%
1,549
+92
378
$374K 0.02%
21,171
-106
379
$372K 0.02%
+15,399
380
$372K 0.02%
+5,421
381
$371K 0.02%
2,448
-142
382
$365K 0.02%
12,761
-336
383
$364K 0.02%
2,097
+127
384
$363K 0.02%
3,720
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385
$363K 0.02%
2,979
-117
386
$359K 0.02%
13,086
-1,300
387
$359K 0.02%
+16,118
388
$357K 0.02%
+18,078
389
$355K 0.02%
17,872
+2,530
390
$348K 0.02%
4,446
-47
391
$346K 0.02%
9,117
392
$344K 0.02%
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393
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$338K 0.02%
3,608
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395
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11,234
-1,963
396
$325K 0.02%
6,444
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397
$324K 0.02%
868
-22
398
$324K 0.02%
1,367
+16
399
$322K 0.02%
4,126
400
$321K 0.02%
7,325
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14 15
16
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