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
$1.24B
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$15.3M
3
+$15M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$10.6M
5
VB icon
Vanguard Small-Cap ETF
VB
+$10.1M

Top Sells

1
+$18.7M
2
+$16.7M
3
+$12.4M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$11.4M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$7.11M

Sector Composition

1 Technology 9.94%
2 Healthcare 5.05%
3 Industrials 5.03%
4 Consumer Staples 4.02%
5 Financials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6M 0.48%
518,536
+19,866
52
$5.96M 0.48%
290,469
+8,265
53
$5.91M 0.48%
13,384
+1,113
54
$5.88M 0.47%
36,040
+5,620
55
$5.86M 0.47%
23,030
+21,645
56
$5.7M 0.46%
109,049
+8,383
57
$5.64M 0.45%
72,345
-68,783
58
$5.52M 0.44%
63,870
+6,785
59
$5.41M 0.44%
35,424
+1,626
60
$5.4M 0.43%
69,617
-1,045
61
$5.24M 0.42%
47,769
+30,325
62
$5.15M 0.41%
101,098
+13,698
63
$5.15M 0.41%
958,518
+56,983
64
$5.14M 0.41%
70,845
+7,658
65
$5.14M 0.41%
+169,214
66
$5.07M 0.41%
94,889
+7,735
67
$5.03M 0.4%
20,804
+2,021
68
$5M 0.4%
58,885
+6,590
69
$4.87M 0.39%
16,927
-354
70
$4.81M 0.39%
+74,432
71
$4.8M 0.39%
96,948
+15,457
72
$4.8M 0.39%
26,560
+2,336
73
$4.72M 0.38%
105,509
+10,816
74
$4.62M 0.37%
13,101
+1,050
75
$4.6M 0.37%
11,072
-342
1 2
3
4 5