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
51
$6.33M 0.54%
90,924
+5,926
52
$6.3M 0.53%
26,076
+1,370
53
$5.98M 0.51%
57,890
-1,270
54
$5.95M 0.5%
24,947
+2,755
55
$5.92M 0.5%
130,359
+868
56
$5.92M 0.5%
28,082
-925
57
$5.92M 0.5%
152,138
+17,592
58
$5.85M 0.5%
169,147
+11,151
59
$5.84M 0.5%
30,822
+268
60
$5.53M 0.47%
206,126
+181,314
61
$5.5M 0.47%
59,279
+6,305
62
$5.48M 0.46%
21,968
+2,906
63
$5.41M 0.46%
221,751
+27,282
64
$5.36M 0.45%
13,906
-12,569
65
$5.31M 0.45%
94,951
+21,323
66
$5.24M 0.44%
65,014
+6,646
67
$5.15M 0.44%
145,221
+38,672
68
$5.04M 0.43%
19,938
+6,610
69
$5.03M 0.43%
60,842
+5,258
70
$4.88M 0.41%
105,792
-21,869
71
$4.73M 0.4%
93,306
+43,772
72
$4.53M 0.38%
65,713
-7,092
73
$4.48M 0.38%
255,785
+170,905
74
$4.28M 0.36%
85,543
-1,411
75
$4.21M 0.36%
1,047,669
+17,534
1 2
3
4 5