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
26
$10M 0.8%
376,774
+15,565
27
$10M 0.8%
63,728
+603
28
$9.64M 0.77%
278,069
-1,160
29
$9.43M 0.75%
64,828
-888
30
$9.3M 0.74%
377,443
-60,321
31
$8.9M 0.71%
327,941
-7,333
32
$8.85M 0.71%
50,929
-8,383
33
$8.82M 0.71%
49,200
+1,145
34
$8.67M 0.69%
165,456
-81
35
$8.14M 0.65%
100,328
+15,637
36
$7.77M 0.62%
211,805
+1,873
37
$7.76M 0.62%
46,859
-453
38
$7.7M 0.62%
57,185
+821
39
$7.42M 0.59%
56,893
-997
40
$7.2M 0.58%
78,550
+19,271
41
$7.19M 0.58%
158,809
+3,355
42
$7.01M 0.56%
28,620
+3,673
43
$6.98M 0.56%
73,160
-1,023
44
$6.95M 0.56%
207,949
+1,521
45
$6.87M 0.55%
33,364
+549
46
$6.83M 0.55%
34,347
+3,525
47
$6.66M 0.53%
131,792
+113,595
48
$6.49M 0.52%
92,316
+1,392
49
$6.4M 0.51%
53,778
+1,603
50
$6.34M 0.51%
67,673
+2,659
1
2
3 4 5