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
$1.08B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$10.9M
3
+$9.7M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$7.13M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$7.08M

Top Sells

1
+$11.7M
2
+$6.61M
3
+$5.58M
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$4.15M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$3.4M

Sector Composition

1 Technology 9.35%
2 Industrials 6.36%
3 Healthcare 5.4%
4 Consumer Staples 4.92%
5 Financials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.96M 0.55%
68,187
+34,331
52
$5.91M 0.55%
29,007
-27,371
53
$5.9M 0.54%
157,996
+10,852
54
$5.89M 0.54%
129,491
+8,472
55
$5.79M 0.53%
106,318
+24,324
56
$5.74M 0.53%
127,661
-2,477
57
$5.67M 0.52%
31,572
+13,526
58
$5.61M 0.52%
30,554
-36,033
59
$5.53M 0.51%
55,584
+2,066
60
$5.5M 0.51%
22,192
-3,110
61
$5.37M 0.5%
48,809
+4,700
62
$5.3M 0.49%
134,546
+10,588
63
$4.97M 0.46%
59,160
+1,506
64
$4.9M 0.45%
194,469
+19,203
65
$4.88M 0.45%
72,805
-2,506
66
$4.79M 0.44%
52,974
+8,880
67
$4.76M 0.44%
+213,932
68
$4.55M 0.42%
63,085
-3,880
69
$4.51M 0.42%
73,628
+5,582
70
$4.47M 0.41%
169,195
+19,345
71
$4.44M 0.41%
44,285
+3,805
72
$4.4M 0.41%
47,168
+2,736
73
$4.38M 0.4%
58,368
+5,595
74
$4.35M 0.4%
86,954
-1,518
75
$4.06M 0.37%
19,062
+5,184
1 2
3
4 5