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
$1.23B
AUM Growth
-$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$4.46M
3
+$3.66M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3M
5
LGOV icon
First Trust Long Duration Opportunities ETF
LGOV
+$2.92M

Top Sells

1
+$3.97M
2
+$2.57M
3
+$1.81M
4
XOM icon
Exxon Mobil
XOM
+$1.78M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.68M

Sector Composition

1 Technology 10.65%
2 Industrials 6.31%
3 Healthcare 4.42%
4 Consumer Staples 4.18%
5 Financials 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.27M 0.75%
387,190
+9,747
27
$9.26M 0.75%
63,858
-970
28
$9.2M 0.75%
70,270
-11,224
29
$8.97M 0.73%
332,633
-44,141
30
$8.95M 0.72%
60,025
+2,840
31
$8.88M 0.72%
166,596
+1,140
32
$8.82M 0.71%
97,554
-2,774
33
$8.72M 0.71%
332,901
+4,960
34
$8.53M 0.69%
190,966
+56,505
35
$8.41M 0.68%
69,984
-3,176
36
$8.11M 0.66%
160,900
+29,108
37
$8.11M 0.66%
49,446
-1,483
38
$7.98M 0.65%
96,050
-30,970
39
$7.91M 0.64%
40,624
+7,260
40
$7.72M 0.63%
49,524
+324
41
$7.53M 0.61%
28,021
+1,174
42
$7.42M 0.6%
314,706
+62,949
43
$7.33M 0.59%
83,409
+4,859
44
$7.3M 0.59%
46,861
+2
45
$7.3M 0.59%
57,397
+504
46
$7.19M 0.58%
23,794
+17,569
47
$7.09M 0.57%
213,660
+1,855
48
$6.81M 0.55%
161,877
+3,068
49
$6.78M 0.55%
190,797
-17,152
50
$6.45M 0.52%
58,109
+4,331
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