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
476
-5,554
477
-505
478
-12,200