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
$1.24B
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$15.3M
3
+$15M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$10.6M
5
VB icon
Vanguard Small-Cap ETF
VB
+$10.1M

Top Sells

1
+$18.7M
2
+$16.7M
3
+$12.4M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$11.4M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$7.11M

Sector Composition

1 Technology 9.94%
2 Healthcare 5.05%
3 Industrials 5.03%
4 Consumer Staples 4.02%
5 Financials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$206K 0.02%
+1,858
402
$206K 0.02%
1,569
403
$204K 0.02%
+1,955
404
$203K 0.02%
1,649
405
$201K 0.02%
+2,833
406
$199K 0.02%
19,700
-1,600
407
$196K 0.02%
11,110
+875
408
$192K 0.02%
16,262
+280
409
$178K 0.01%
+14,050
410
$177K 0.01%
11,994
-2,025
411
$165K 0.01%
+10,450
412
$163K 0.01%
+14,426
413
$161K 0.01%
17,053
+5,695
414
$145K 0.01%
10,947
415
$145K 0.01%
17,832
+7,904
416
$142K 0.01%
27,997
+3,200
417
$134K 0.01%
13,500
418
$132K 0.01%
+10,700
419
$126K 0.01%
14,654
+4,114
420
$114K 0.01%
12,368
+618
421
$107K 0.01%
10,806
+397
422
$106K 0.01%
850
-264
423
$95K 0.01%
+10,800
424
$92K 0.01%
+11,200
425
$86K 0.01%
13,580
+1,200
15 16
17
18 19