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
501
$34.8K ﹤0.01%
17,500
502
$13.9K ﹤0.01%
1,300
503
$3.25K ﹤0.01%
316
504
$3.13K ﹤0.01%
23,640
-60
505
– –
-3,310
506
– –
-11,520
507
– –
-2,445
508
– –
-5,030
509
– –
-31,634
510
– –
-85,713
511
– –
-13,510
512
– –
-15,228
513
– –
-10,804
514
– –
-4,993
515
– –
-6,022
516
– –
-15,500
517
– –
-40,189
518
– –
-4,312
519
– –
-17,782
520
– –
-4,488
17 18 19 20
21