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
$1.18B
AUM Growth
+$96.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$9.02M
2
+$7.94M
3
+$6.75M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$4.86M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$3.28M

Top Sells

1
+$9.03M
2
+$6.65M
3
+$5.72M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.85M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$4.84M

Sector Composition

1 Technology 10.72%
2 Industrials 6.43%
3 Healthcare 4.55%
4 Consumer Staples 4.55%
5 Energy 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.15M 0.35%
144,040
-175
77
$3.97M 0.34%
178,006
-35,926
78
$3.96M 0.34%
122,959
+27,003
79
$3.89M 0.33%
41,938
+4,377
80
$3.86M 0.33%
77,191
-1,582
81
$3.75M 0.32%
551,992
-482
82
$3.75M 0.32%
9,968
+3,437
83
$3.73M 0.32%
7,898
-7,477
84
$3.7M 0.31%
49,841
+2,673
85
$3.69M 0.31%
19,394
+1,189
86
$3.61M 0.31%
20,312
+17,106
87
$3.57M 0.3%
49,022
-14,063
88
$3.54M 0.3%
15,715
-824
89
$3.48M 0.3%
52,685
+9,797
90
$3.45M 0.29%
11,171
+495
91
$3.4M 0.29%
67,532
-8,494
92
$3.33M 0.28%
99,456
+4,050
93
$3.3M 0.28%
37,896
+273
94
$3.28M 0.28%
49,076
+21,599
95
$3.28M 0.28%
+102,009
96
$3.27M 0.28%
15,098
-2,754
97
$3.22M 0.27%
26,066
+664
98
$3.22M 0.27%
89,300
+8,237
99
$3.07M 0.26%
86,340
+78,514
100
$3M 0.25%
72,428
+14,450
2 3
4
5 6