VWA

Visionary Wealth Advisors Portfolio holdings

AUM $2.14B
1-Year Est. Return 16.9%
This Quarter Est. Return
1 Year Est. Return
+16.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.18B
AUM Growth
+$96.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$9.02M
2
+$7.94M
3
+$6.75M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$4.86M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$3.28M

Top Sells

1
+$9.03M
2
+$6.65M
3
+$5.72M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.85M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$4.84M

Sector Composition

1 Technology 10.72%
2 Industrials 6.43%
3 Healthcare 4.55%
4 Consumer Staples 4.55%
5 Energy 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$19.8K ﹤0.01%
66
452
$17.9K ﹤0.01%
+1,353
453
$16.5K ﹤0.01%
+650
454
$7.33K ﹤0.01%
24,000
-14,000
455
$2.23K ﹤0.01%
22,500
456
$1.32K ﹤0.01%
12,000
457
– –
-5,074
458
– –
-4,399
459
– –
-650
460
– –
-5,554
461
– –
-505
462
– –
-12,200
463
– –
-6,632
464
– –
-9,931
465
– –
-3,366
466
– –
-3,432
467
– –
-3,603
468
– –
-3,984
469
– –
-637
470
– –
-15,434
471
– –
-2,677
472
– –
-6,244
473
– –
-1,734
474
– –
-9,444
475
– –
-9,427
16 17 18
19
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