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
$892M
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$7.05M
3
+$6.39M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$5.18M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.01M

Top Sells

1
+$4.19M
2
+$4.06M
3
+$3.88M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$3.56M
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$2.76M

Sector Composition

1 Technology 11.26%
2 Healthcare 4.95%
3 Industrials 4.78%
4 Consumer Staples 4.7%
5 Financials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.08M 0.35%
40,967
+2,614
77
$2.93M 0.33%
75,038
-177
78
$2.89M 0.32%
+81,084
79
$2.82M 0.32%
111,320
-35,690
80
$2.78M 0.31%
59,671
+3,490
81
$2.73M 0.31%
39,916
-572
82
$2.68M 0.3%
+53,857
83
$2.65M 0.3%
+18,987
84
$2.6M 0.29%
49,732
-649
85
$2.57M 0.29%
8,181
+44
86
$2.55M 0.29%
52,930
+2,040
87
$2.5M 0.28%
53,049
-465
88
$2.39M 0.27%
12,211
+1,638
89
$2.33M 0.26%
36,357
+156
90
$2.26M 0.25%
+9,757
91
$2.22M 0.25%
31,691
+1,983
92
$2.19M 0.25%
+71,907
93
$2.15M 0.24%
6,079
-952
94
$2.14M 0.24%
9,288
-10,761
95
$2.12M 0.24%
+41,844
96
$2.09M 0.23%
76,648
-142,550
97
$2.08M 0.23%
15,097
+10,969
98
$2.06M 0.23%
28,011
-350
99
$2.03M 0.23%
15,904
+2,933
100
$2.01M 0.23%
11,105
+645
2 3
4
5 6