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
$1.18B
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
26
$10.3M 0.87%
63,125
-48
27
$10.3M 0.87%
76,461
-11,588
28
$9.96M 0.84%
361,209
+1,994
29
$9.32M 0.79%
48,055
+1,504
30
$9.29M 0.79%
183,771
+178,409
31
$8.98M 0.76%
56,364
+1,401
32
$8.96M 0.76%
59,312
-17,574
33
$8.57M 0.73%
209,932
-19,702
34
$8.56M 0.73%
65,716
-1,102
35
$8.54M 0.72%
335,274
+21,337
36
$8.27M 0.7%
128,900
-670
37
$8.14M 0.69%
165,537
-1,269
38
$7.9M 0.67%
173,652
-14,033
39
$7.52M 0.64%
74,183
-1,457
40
$7.33M 0.62%
47,312
-49
41
$7.32M 0.62%
227,678
-31,058
42
$7.01M 0.59%
84,691
+16,504
43
$6.94M 0.59%
155,454
+11,623
44
$6.93M 0.59%
126,982
+20,664
45
$6.74M 0.57%
206,428
+37,233
46
$6.69M 0.57%
42,500
+397
47
$6.66M 0.56%
52,175
+3,366
48
$6.44M 0.55%
40,581
-7,072
49
$6.4M 0.54%
32,815
+1,243
50
$6.36M 0.54%
102,488
-483
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