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
$1.23B
AUM Growth
-$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$4.46M
3
+$3.66M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3M
5
LGOV icon
First Trust Long Duration Opportunities ETF
LGOV
+$2.92M

Top Sells

1
+$3.97M
2
+$2.57M
3
+$1.81M
4
XOM icon
Exxon Mobil
XOM
+$1.78M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.68M

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
401
$244K 0.02%
6,226
+213
402
$244K 0.02%
2,159
403
$243K 0.02%
14,348
404
$243K 0.02%
+10,051
405
$238K 0.02%
7,890
-300
406
$237K 0.02%
33,540
-5,000
407
$236K 0.02%
+8,920
408
$233K 0.02%
3,236
+285
409
$230K 0.02%
+3,359
410
$228K 0.02%
17,625
-2,250
411
$228K 0.02%
742
+35
412
$220K 0.02%
4,191
-786
413
$220K 0.02%
+2,449
414
$218K 0.02%
4,951
+20
415
$217K 0.02%
35,000
416
$216K 0.02%
+8,008
417
$215K 0.02%
6,600
418
$213K 0.02%
1,490
419
$212K 0.02%
13,578
-2,104
420
$209K 0.02%
2,261
421
$209K 0.02%
+2,294
422
$208K 0.02%
2,349
-240
423
$206K 0.02%
3,559
+13
424
$205K 0.02%
1,244
-147
425
$203K 0.02%
5,418
+2
15 16
17
18 19