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
$1.18B
AUM Growth
+$96.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$9.02M
2
+$7.94M
3
+$6.75M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$4.86M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$3.28M

Top Sells

1
+$9.03M
2
+$6.65M
3
+$5.72M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.85M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$4.84M

Sector Composition

1 Technology 10.72%
2 Industrials 6.43%
3 Healthcare 4.55%
4 Consumer Staples 4.55%
5 Energy 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$228K 0.02%
+4,911
402
$228K 0.02%
1,024
-49
403
$228K 0.02%
1,083
-62
404
$228K 0.02%
7,377
+10
405
$227K 0.02%
+1,470
406
$226K 0.02%
9,063
-2
407
$220K 0.02%
1,585
-437
408
$220K 0.02%
+2,154
409
$217K 0.02%
5,000
-100
410
$217K 0.02%
1,498
-1,132
411
$215K 0.02%
+3,127
412
$214K 0.02%
1,746
413
$214K 0.02%
1,287
-542
414
$214K 0.02%
1,309
-569
415
$213K 0.02%
+8,722
416
$212K 0.02%
1,583
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417
$210K 0.02%
2,602
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418
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+5,947
419
$206K 0.02%
2,123
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420
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9,315
-650
421
$206K 0.02%
+2,257
422
$205K 0.02%
6,600
-1,000
423
$202K 0.02%
902
+11
424
$201K 0.02%
+702
425
$196K 0.02%
16,651
-112
15 16
17
18 19