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
$1.53B
AUM Growth
+$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$4.25M
3
+$3.39M
4
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$3.3M
5
MSFT icon
Microsoft
MSFT
+$3.23M

Top Sells

1
+$5.98M
2
+$3.64M
3
+$3.56M
4
USB icon
US Bancorp
USB
+$3.52M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$2.93M

Sector Composition

1 Technology 12.46%
2 Industrials 5.86%
3 Consumer Staples 4.28%
4 Financials 3.69%
5 Healthcare 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.7M 0.77%
1,106,274
+4,175
27
$11.6M 0.76%
72,212
-130
28
$11.5M 0.75%
169,603
+111
29
$11.1M 0.73%
71,268
+1,361
30
$10.7M 0.7%
53,778
+422
31
$10.5M 0.69%
325,166
-4,305
32
$10.3M 0.67%
309,150
+12,665
33
$10.3M 0.67%
59,094
-2,388
34
$10M 0.66%
81,141
+17,921
35
$9.92M 0.65%
51,341
-4,146
36
$9.77M 0.64%
56,983
+2,054
37
$9.71M 0.63%
64,536
+22
38
$9.7M 0.63%
171,156
+74,986
39
$9.7M 0.63%
84,256
+1,170
40
$9.51M 0.62%
344,082
+6,388
41
$9.18M 0.6%
202,038
+19,296
42
$9.12M 0.6%
221,829
+43,691
43
$9.05M 0.59%
22,251
+7,759
44
$8.93M 0.58%
599,166
+13,317
45
$8.83M 0.58%
25,658
+1,192
46
$8.78M 0.57%
330,628
+1,267
47
$8.65M 0.57%
435,465
+143,110
48
$8.62M 0.56%
189,161
+1,076
49
$8.59M 0.56%
60,857
+1,592
50
$8.52M 0.56%
62,253
+1,924
1
2
3 4 5