VWA

Visionary Wealth Advisors Portfolio holdings

AUM $2.22B
1-Year Est. Return 16.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24B
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$15.6M
3
+$14.8M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$10.4M
5
VB icon
Vanguard Small-Cap ETF
VB
+$10M

Top Sells

1
+$18.2M
2
+$17.2M
3
+$12.2M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$11.7M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$7.07M

Sector Composition

1 Technology 9.94%
2 Healthcare 5.05%
3 Industrials 5.03%
4 Consumer Staples 4.02%
5 Financials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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