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
$1.23B
AUM Growth
-$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$4.46M
3
+$3.66M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3M
5
LGOV icon
First Trust Long Duration Opportunities ETF
LGOV
+$2.92M

Top Sells

1
+$3.97M
2
+$2.57M
3
+$1.81M
4
XOM icon
Exxon Mobil
XOM
+$1.78M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.68M

Sector Composition

1 Technology 10.65%
2 Industrials 6.31%
3 Healthcare 4.42%
4 Consumer Staples 4.18%
5 Financials 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.21M 0.5%
65,452
+2,397
52
$6.2M 0.5%
278,649
+580
53
$6.16M 0.5%
15,683
+1,444
54
$6.06M 0.49%
32,074
-2,273
55
$6.01M 0.49%
92,856
+540
56
$5.96M 0.48%
183,987
+25,915
57
$5.95M 0.48%
21,843
+521
58
$5.93M 0.48%
28,463
+1,363
59
$5.86M 0.47%
137,388
+3,138
60
$5.76M 0.47%
102,829
+718
61
$5.64M 0.46%
162,293
+15,327
62
$5.54M 0.45%
66,335
-1,338
63
$5.54M 0.45%
103,396
-2,898
64
$5.34M 0.43%
290,442
-43,676
65
$5.23M 0.42%
124,813
+16,610
66
$5.22M 0.42%
42,487
-302
67
$5.12M 0.42%
21,787
-6,833
68
$5.1M 0.41%
153,625
-24,572
69
$5.07M 0.41%
107,402
+32,672
70
$5.07M 0.41%
25,998
+3,003
71
$5.07M 0.41%
78,764
+5,602
72
$4.97M 0.4%
568,080
+3,444
73
$4.96M 0.4%
31,123
-5,163
74
$4.8M 0.39%
83,835
+77,910
75
$4.76M 0.39%
213,917
+39,321
1 2
3
4 5