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
401
$319K 0.02%
6,687
+1,278
402
$317K 0.02%
+12,250
403
$315K 0.02%
589
404
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-227
405
$311K 0.02%
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406
$309K 0.02%
1,391
+13
407
$308K 0.02%
17,177
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408
$307K 0.02%
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$307K 0.02%
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410
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2,100
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411
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412
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413
$301K 0.02%
12,430
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414
$298K 0.02%
16,785
-922
415
$294K 0.02%
6,241
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416
$294K 0.02%
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417
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4,935
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419
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2,407
420
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421
$280K 0.02%
9,070
+7
422
$277K 0.02%
2,349
423
$277K 0.02%
8,965
+1,943
424
$276K 0.02%
7,748
-710
425
$275K 0.02%
5,485
-64
15 16
17
18 19