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
$1.08B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$10.9M
3
+$9.7M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$7.13M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$7.08M

Top Sells

1
+$11.7M
2
+$6.61M
3
+$5.58M
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$4.15M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$3.4M

Sector Composition

1 Technology 9.35%
2 Industrials 6.36%
3 Healthcare 5.4%
4 Consumer Staples 4.92%
5 Financials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.05M 0.37%
144,215
-250
77
$3.98M 0.37%
1,030,135
+24,105
78
$3.92M 0.36%
78,773
+18,769
79
$3.82M 0.35%
106,549
+18,734
80
$3.77M 0.35%
85,870
+369
81
$3.76M 0.35%
76,026
-130
82
$3.61M 0.33%
37,623
-334
83
$3.58M 0.33%
17,852
+1,931
84
$3.54M 0.33%
81,063
+4,140
85
$3.48M 0.32%
16,539
-95
86
$3.38M 0.31%
37,561
-962
87
$3.33M 0.31%
18,205
-3,522
88
$3.3M 0.3%
10,676
+383
89
$3.25M 0.3%
501,719
-22,770
90
$3.19M 0.29%
+95,406
91
$3.18M 0.29%
25,402
-25
92
$2.92M 0.27%
13,328
-1,037
93
$2.92M 0.27%
+95,956
94
$2.91M 0.27%
15,192
+9,232
95
$2.78M 0.26%
42,888
+33,185
96
$2.75M 0.25%
+58,591
97
$2.71M 0.25%
22,500
-757
98
$2.6M 0.24%
552,474
+2,532
99
$2.6M 0.24%
26,391
+4,763
100
$2.59M 0.24%
73,633
+8,735
2 3
4
5 6