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
$1.25B
AUM Growth
+$69.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$6.22M
3
+$5.95M
4
SDSI icon
American Century Short Duration Strategic Income ETF
SDSI
+$5.74M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$5.3M

Top Sells

1
+$8.94M
2
+$8.83M
3
+$6.33M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.57M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.89M

Sector Composition

1 Technology 11.17%
2 Industrials 6.51%
3 Consumer Staples 4.36%
4 Healthcare 4.33%
5 Financials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$211K 0.02%
+3,536
427
$209K 0.02%
2,128
+5
428
$209K 0.02%
+1,638
429
$208K 0.02%
11,699
-635
430
$205K 0.02%
5,447
-500
431
$205K 0.02%
+2,120
432
$205K 0.02%
5,000
433
$204K 0.02%
1,873
-290
434
$204K 0.02%
1,791
+208
435
$202K 0.02%
17,278
+627
436
$197K 0.02%
3,546
+446
437
$172K 0.01%
40,800
-1,000
438
$165K 0.01%
17,068
-457
439
$154K 0.01%
22,685
-3,500
440
$151K 0.01%
11,165
-600
441
$151K 0.01%
18,103
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442
$129K 0.01%
4,363
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443
$123K 0.01%
12,700
444
$111K 0.01%
1,426
445
$88.2K 0.01%
10,574
-1,509
446
$83.1K 0.01%
1,207
447
$79.7K 0.01%
24,760
-800
448
$69.4K 0.01%
10,305
-400
449
$45.8K ﹤0.01%
10,000
450
$42.9K ﹤0.01%
11,400
16 17
18
19 20