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
$892M
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$7.05M
3
+$6.39M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$5.18M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.01M

Top Sells

1
+$4.19M
2
+$4.06M
3
+$3.88M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$3.56M
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$2.76M

Sector Composition

1 Technology 11.26%
2 Healthcare 4.95%
3 Industrials 4.78%
4 Consumer Staples 4.7%
5 Financials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.87M 0.99%
68,205
-13,363
27
$8.51M 0.95%
66,993
-1,465
28
$8.25M 0.92%
132,998
+5,980
29
$8.04M 0.9%
23,380
+9,281
30
$7.6M 0.85%
158,244
+1,032
31
$7.55M 0.85%
47,948
+3,072
32
$7.01M 0.79%
39,313
-6,838
33
$6.98M 0.78%
57,283
+3,321
34
$6.85M 0.77%
74,876
+32,696
35
$6.57M 0.74%
39,036
+636
36
$6.44M 0.72%
80,167
+680
37
$6.39M 0.72%
+44,949
38
$6.08M 0.68%
89,552
+3,956
39
$6.06M 0.68%
52,182
-12,077
40
$6.04M 0.68%
188,073
+17,715
41
$5.69M 0.64%
89,157
+78,429
42
$5.68M 0.64%
37,265
+8
43
$5.57M 0.62%
860,235
-6,700
44
$5.52M 0.62%
89,657
+838
45
$5.05M 0.57%
47,169
+2,062
46
$4.96M 0.56%
36,282
+9,086
47
$4.92M 0.55%
112,420
-440
48
$4.84M 0.54%
88,288
+2,203
49
$4.8M 0.54%
442,500
+40,173
50
$4.62M 0.52%
55,472
+5,491
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