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
$1.53B
AUM Growth
+$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$4.25M
3
+$3.39M
4
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$3.3M
5
MSFT icon
Microsoft
MSFT
+$3.23M

Top Sells

1
+$5.98M
2
+$3.64M
3
+$3.56M
4
USB icon
US Bancorp
USB
+$3.52M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$2.93M

Sector Composition

1 Technology 12.46%
2 Industrials 5.86%
3 Consumer Staples 4.28%
4 Financials 3.69%
5 Healthcare 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.4M 0.55%
118,579
+1,554
52
$8.38M 0.55%
108,031
+2,832
53
$8.28M 0.54%
26,500
+866
54
$8.25M 0.54%
16,490
-652
55
$7.93M 0.52%
132,470
+3,174
56
$7.9M 0.52%
21,118
+1,665
57
$7.74M 0.51%
187,778
+6,037
58
$7.72M 0.5%
233,799
+22,263
59
$7.69M 0.5%
65,626
+1,167
60
$7.42M 0.48%
285,876
+8,496
61
$7.37M 0.48%
80,870
-7,182
62
$7.36M 0.48%
44,654
+2,938
63
$7.34M 0.48%
50,227
+383
64
$7.19M 0.47%
185,760
+11,731
65
$7.17M 0.47%
15,354
+6,868
66
$7.15M 0.47%
29,551
+709
67
$6.48M 0.42%
101,769
-194
68
$6.39M 0.42%
26,781
+1,581
69
$6.17M 0.4%
160,270
+70,772
70
$6.12M 0.4%
63,108
+2,869
71
$6.08M 0.4%
30,844
-30,363
72
$6.04M 0.39%
232,851
-8,232
73
$5.96M 0.39%
212,869
+61
74
$5.85M 0.38%
53,624
+2,915
75
$5.8M 0.38%
63,670
-6,390
1 2
3
4 5