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
$1.24B
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$15.3M
3
+$15M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$10.6M
5
VB icon
Vanguard Small-Cap ETF
VB
+$10.1M

Top Sells

1
+$18.7M
2
+$16.7M
3
+$12.4M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$11.4M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$7.11M

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
26
$11.8M 0.95%
71,233
+8,513
27
$11.3M 0.91%
76,385
-83,848
28
$10.8M 0.86%
140,759
+6,918
29
$9.95M 0.8%
61,100
+3,478
30
$9.81M 0.79%
72,003
+1,578
31
$9.65M 0.78%
60,700
-12,106
32
$8.72M 0.7%
49,179
+346
33
$8.51M 0.68%
108,919
-65,339
34
$8.43M 0.68%
+273,299
35
$8.34M 0.67%
185,422
-12,573
36
$8.29M 0.67%
38,631
+3,181
37
$8.2M 0.66%
50,602
+1,316
38
$8.15M 0.66%
164,127
-3,597
39
$7.98M 0.64%
+107,600
40
$7.43M 0.6%
59,634
-5,876
41
$7M 0.56%
84,787
+2,972
42
$6.85M 0.55%
185,794
+10,962
43
$6.82M 0.55%
141,974
+121,255
44
$6.62M 0.53%
106,698
+1,949
45
$6.54M 0.53%
76,007
-194,260
46
$6.37M 0.51%
166,339
-7,987
47
$6.37M 0.51%
123,519
+57,947
48
$6.35M 0.51%
100,810
+6,640
49
$6.27M 0.5%
128,276
+6,737
50
$6.19M 0.5%
351,079
+97,151
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