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
$1.36B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$14.7M
3
+$6.77M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$4.82M
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$4.61M

Top Sells

1
+$15.9M
2
+$10.2M
3
+$7.34M
4
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$5.7M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$4.86M

Sector Composition

1 Technology 11.34%
2 Industrials 6.33%
3 Healthcare 4.15%
4 Consumer Staples 3.81%
5 Financials 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$250K 0.02%
4,191
427
$245K 0.02%
1,490
428
$242K 0.02%
+298
429
$241K 0.02%
11,788
-1,790
430
$239K 0.02%
13,924
+3,251
431
$237K 0.02%
5,317
-101
432
$236K 0.02%
2,197
+4
433
$235K 0.02%
+2,247
434
$234K 0.02%
+12,679
435
$234K 0.02%
40,200
-100
436
$234K 0.02%
4,972
+21
437
$234K 0.02%
440
-56
438
$229K 0.02%
11,799
439
$228K 0.02%
1,274
-40
440
$228K 0.02%
+8,048
441
$227K 0.02%
6,600
442
$225K 0.02%
+3,254
443
$225K 0.02%
4,055
-1,210
444
$224K 0.02%
5,312
-8,176
445
$223K 0.02%
10,240
-3,335
446
$223K 0.02%
2,341
-8
447
$223K 0.02%
2,189
-72
448
$219K 0.02%
+859
449
$219K 0.02%
2,349
-100
450
$216K 0.02%
35,000
16 17
18
19 20