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
$1.08B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$10.9M
3
+$9.7M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$7.13M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$7.08M

Top Sells

1
+$11.7M
2
+$6.61M
3
+$5.58M
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$4.15M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$3.4M

Sector Composition

1 Technology 9.35%
2 Industrials 6.36%
3 Healthcare 5.4%
4 Consumer Staples 4.92%
5 Financials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$121K 0.01%
13,710
-13,412
402
$114K 0.01%
41,800
-9,400
403
$109K 0.01%
12,048
+1,180
404
$109K 0.01%
+1,426
405
$107K 0.01%
24,560
-2,000
406
$85K 0.01%
1,252
-28
407
$82K 0.01%
17,800
-2,250
408
$73K 0.01%
38,000
-7,700
409
$67K 0.01%
10,705
-3,038
410
$58K 0.01%
11,183
-3,640
411
$55K 0.01%
+11,400
412
$51K ﹤0.01%
13,468
-500
413
$46K ﹤0.01%
10,700
414
$46K ﹤0.01%
10,000
415
$41K ﹤0.01%
12,015
-2,450
416
$37K ﹤0.01%
11,200
417
$37K ﹤0.01%
66
+43
418
$36K ﹤0.01%
12,837
-1,500
419
$26K ﹤0.01%
30,260
-1,200
420
$14K ﹤0.01%
12,500
-2,500
421
$12K ﹤0.01%
11,500
422
$10K ﹤0.01%
505
423
$8K ﹤0.01%
10,580
-4,000
424
$2K ﹤0.01%
22,500
425
$1K ﹤0.01%
12,000
-4,000
15 16
17
18 19