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
426
$203K 0.02%
11,799
+100
427
$200K 0.02%
1,314
+2
428
$200K 0.02%
11,567
-2,155
429
$174K 0.01%
11,994
-2,298
430
$171K 0.01%
+10,673
431
$167K 0.01%
40,300
-500
432
$155K 0.01%
11,301
-1,000
433
$150K 0.01%
16,604
-464
434
$147K 0.01%
5,375
+1,012
435
$131K 0.01%
17,860
-4,825
436
$126K 0.01%
15,722
-2,381
437
$83.3K 0.01%
1,729
+303
438
$69.1K 0.01%
1,237
+30
439
$56.3K ﹤0.01%
21,660
-3,100
440
$36K ﹤0.01%
10,200
-1,000
441
$28.9K ﹤0.01%
17,500
442
$17.4K ﹤0.01%
+1,100
443
$15K ﹤0.01%
67
+1
444
$7.51K ﹤0.01%
26,800
-200
445
$53 ﹤0.01%
17,500
-5,000
446
– –
-14,819
447
– –
-11,400
448
– –
-12,500
449
– –
-12,700
450
– –
-10,574
16 17
18
19 20