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
$1.24B
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$15.3M
3
+$15M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$10.6M
5
VB icon
Vanguard Small-Cap ETF
VB
+$10.1M

Top Sells

1
+$18.7M
2
+$16.7M
3
+$12.4M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$11.4M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$7.11M

Sector Composition

1 Technology 9.94%
2 Healthcare 5.05%
3 Industrials 5.03%
4 Consumer Staples 4.02%
5 Financials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.59M 0.37%
33,931
+3,517
77
$4.56M 0.37%
50,146
+11,167
78
$4.56M 0.37%
32,160
+6,379
79
$4.43M 0.36%
17,909
+1,980
80
$4.3M 0.35%
56,222
+6,030
81
$4.23M 0.34%
16,919
-109
82
$4.23M 0.34%
+13,846
83
$4.16M 0.34%
+35,239
84
$4.09M 0.33%
82,419
+10,027
85
$3.98M 0.32%
39,302
+684
86
$3.9M 0.31%
47,417
+9,584
87
$3.9M 0.31%
+17,492
88
$3.81M 0.31%
+15,375
89
$3.77M 0.3%
10,410
+16
90
$3.74M 0.3%
+87,149
91
$3.73M 0.3%
38,068
-195
92
$3.61M 0.29%
+18,566
93
$3.6M 0.29%
+35,113
94
$3.59M 0.29%
28,024
-434
95
$3.41M 0.27%
33,094
+13,421
96
$3.39M 0.27%
63,768
+13,755
97
$3.37M 0.27%
27,634
-56,307
98
$3.35M 0.27%
72,701
+65,790
99
$3.32M 0.27%
66,713
+12,008
100
$3.3M 0.27%
39,600
-32,747
2 3
4
5 6