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
426
$275K 0.02%
1,289
+21
427
$275K 0.02%
5,443
-3,217
428
$274K 0.02%
8,502
+204
429
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430
$272K 0.02%
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431
$267K 0.02%
5,063
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432
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13,306
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433
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7,444
434
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9,659
435
$263K 0.02%
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-9,832
436
$262K 0.02%
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437
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438
$257K 0.02%
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440
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444
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446
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448
$247K 0.02%
2,797
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449
$246K 0.02%
5,675
-2,925
450
$246K 0.02%
8,898
16 17
18
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