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
426
$186K 0.02%
+3,100
427
$186K 0.02%
10,796
-2,058
428
$184K 0.02%
17,525
+294
429
$180K 0.02%
26,185
+12,475
430
$139K 0.01%
12,700
+2,000
431
$127K 0.01%
1,426
432
$125K 0.01%
+12,266
433
$123K 0.01%
41,800
434
$122K 0.01%
3,036
+23
435
$108K 0.01%
17,800
436
$105K 0.01%
+3,788
437
$104K 0.01%
12,083
+35
438
$100K 0.01%
25,560
+1,000
439
$97K 0.01%
1,207
-45
440
$72.4K 0.01%
11,765
-250
441
$63.2K 0.01%
10,705
442
$55.3K ﹤0.01%
15,268
+1,800
443
$46.5K ﹤0.01%
11,400
444
$46.1K ﹤0.01%
10,000
445
$41.7K ﹤0.01%
11,200
446
$34.5K ﹤0.01%
+1,160
447
$34.2K ﹤0.01%
12,537
-300
448
$27K ﹤0.01%
10,183
-1,000
449
$23.6K ﹤0.01%
13,500
+1,000
450
$20K ﹤0.01%
29,000
-1,260
16 17
18
19 20