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
$892M
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$7.05M
3
+$6.39M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$5.18M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.01M

Top Sells

1
+$4.19M
2
+$4.06M
3
+$3.88M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$3.56M
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$2.76M

Sector Composition

1 Technology 11.26%
2 Healthcare 4.95%
3 Industrials 4.78%
4 Consumer Staples 4.7%
5 Financials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.47M 0.5%
+27,440
52
$4.37M 0.49%
201,097
+703
53
$4.32M 0.48%
40,367
+524
54
$4.31M 0.48%
73,420
+4,086
55
$4.31M 0.48%
+56,920
56
$4.04M 0.45%
108,515
+6,744
57
$4.04M 0.45%
38,665
+731
58
$3.97M 0.45%
45,061
+42,105
59
$3.94M 0.44%
87,866
+7,718
60
$3.69M 0.41%
281,144
+31,250
61
$3.68M 0.41%
+16,016
62
$3.59M 0.4%
16,721
+335
63
$3.59M 0.4%
87,034
+8,446
64
$3.55M 0.4%
86,483
+4,135
65
$3.52M 0.4%
41,714
+2,961
66
$3.37M 0.38%
15,910
+11,149
67
$3.36M 0.38%
67,395
+1,601
68
$3.36M 0.38%
+221,400
69
$3.3M 0.37%
37,841
+3,270
70
$3.29M 0.37%
108,869
+3,020
71
$3.28M 0.37%
82,218
+5,844
72
$3.26M 0.37%
53,069
+1,183
73
$3.25M 0.36%
51,041
-3,626
74
$3.24M 0.36%
28,807
-37,246
75
$3.08M 0.35%
26,679
+1,154
1 2
3
4 5