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
$1.25B
AUM Growth
+$69.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$6.22M
3
+$5.95M
4
SDSI icon
American Century Short Duration Strategic Income ETF
SDSI
+$5.74M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$5.3M

Top Sells

1
+$8.94M
2
+$8.83M
3
+$6.33M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.57M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.89M

Sector Composition

1 Technology 11.17%
2 Industrials 6.51%
3 Consumer Staples 4.36%
4 Healthcare 4.33%
5 Financials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.32M 0.51%
42,789
+289
52
$6.26M 0.5%
134,461
+113,793
53
$6.22M 0.5%
+334,118
54
$6.15M 0.49%
102,111
-377
55
$6.09M 0.49%
251,757
+30,006
56
$6.03M 0.48%
21,322
-646
57
$6.01M 0.48%
178,197
-49,481
58
$6M 0.48%
36,286
-4,295
59
$5.98M 0.48%
134,250
+3,891
60
$5.97M 0.48%
27,100
-982
61
$5.96M 0.48%
26,847
+771
62
$5.88M 0.47%
106,294
-20,688
63
$5.88M 0.47%
158,072
+5,934
64
$5.8M 0.46%
14,239
+4,271
65
$5.56M 0.45%
63,055
+2,213
66
$5.29M 0.42%
146,966
+1,745
67
$5.24M 0.42%
11,852
-2,054
68
$5.16M 0.41%
1,065,179
+17,510
69
$5.03M 0.4%
97,041
+2,090
70
$4.97M 0.4%
174,596
+5,449
71
$4.94M 0.4%
73,162
+24,086
72
$4.83M 0.39%
499,309
-960
73
$4.82M 0.39%
17,008
-2,930
74
$4.73M 0.38%
22,995
+3,601
75
$4.53M 0.36%
108,203
+35,775
1 2
3
4 5