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
$1.08B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$10.9M
3
+$9.7M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$7.13M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$7.08M

Top Sells

1
+$11.7M
2
+$6.61M
3
+$5.58M
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$4.15M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$3.4M

Sector Composition

1 Technology 9.35%
2 Industrials 6.36%
3 Healthcare 5.4%
4 Consumer Staples 4.92%
5 Financials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.7M 0.9%
+220,623
27
$9.57M 0.88%
76,886
+10,615
28
$8.96M 0.83%
66,818
-755
29
$8.88M 0.82%
54,963
+1,677
30
$8.85M 0.82%
258,736
+144,451
31
$8.46M 0.78%
26,475
-3,234
32
$8.37M 0.77%
47,361
+493
33
$8.33M 0.77%
187,685
+149,794
34
$8.09M 0.75%
46,551
+2,525
35
$8.03M 0.74%
308,113
-5,245
36
$7.98M 0.74%
158,631
-28,496
37
$7.88M 0.73%
166,806
+4,848
38
$7.87M 0.73%
75,640
+2,282
39
$7.79M 0.72%
283,404
-5,990
40
$7.73M 0.71%
184,222
+26,509
41
$7.62M 0.7%
313,937
+291,443
42
$7.57M 0.7%
47,653
+44,884
43
$7.48M 0.69%
15,375
+546
44
$7.25M 0.67%
129,570
+10,280
45
$7.02M 0.65%
70,798
+3,720
46
$6.67M 0.62%
42,103
+1,778
47
$6.58M 0.61%
143,831
+8,590
48
$6.55M 0.6%
102,971
-2,173
49
$6.49M 0.6%
24,706
+1,274
50
$6.07M 0.56%
84,998
+5,853
1
2
3 4 5