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
$1.25B
AUM Growth
+$69.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$6.22M
3
+$5.95M
4
SDSI icon
American Century Short Duration Strategic Income ETF
SDSI
+$5.74M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$5.3M

Top Sells

1
+$8.94M
2
+$8.83M
3
+$6.33M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.57M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.89M

Sector Composition

1 Technology 11.17%
2 Industrials 6.51%
3 Consumer Staples 4.36%
4 Healthcare 4.33%
5 Financials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$41K ﹤0.01%
12,834
-2,434
452
$39.1K ﹤0.01%
11,200
453
$37.9K ﹤0.01%
12,037
-500
454
$28.8K ﹤0.01%
2,230
+877
455
$21.9K ﹤0.01%
+17,500
456
$20.3K ﹤0.01%
1,160
457
$15.1K ﹤0.01%
12,500
-1,000
458
$14.6K ﹤0.01%
66
459
$13.6K ﹤0.01%
+14,819
460
$13.1K ﹤0.01%
27,000
-2,000
461
$1.46K ﹤0.01%
22,500
462
$472 ﹤0.01%
16,500
-7,500
463
– –
-11,386
464
– –
-10,796
465
– –
-2,154
466
– –
-650
467
– –
-1,083
468
– –
-902
469
– –
-4,143
470
– –
-35,898
471
– –
-54,132
472
– –
-21,173
473
– –
-18,108
474
– –
-9,263
475
– –
-18,472
16 17 18
19
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