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
$1.25B
AUM Growth
+$69.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$6.22M
3
+$5.95M
4
SDSI icon
American Century Short Duration Strategic Income ETF
SDSI
+$5.74M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$5.3M

Top Sells

1
+$8.94M
2
+$8.83M
3
+$6.33M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.57M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.89M

Sector Composition

1 Technology 11.17%
2 Industrials 6.51%
3 Consumer Staples 4.36%
4 Healthcare 4.33%
5 Financials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.51M 0.36%
261,914
+6,129
77
$4.37M 0.35%
63,910
-1,803
78
$4.32M 0.35%
83,821
-1,722
79
$4.07M 0.33%
123,847
+888
80
$4M 0.32%
152,442
-53,684
81
$3.96M 0.32%
42,995
+1,057
82
$3.85M 0.31%
+41,293
83
$3.81M 0.3%
20,924
+612
84
$3.8M 0.3%
15,571
-144
85
$3.78M 0.3%
+41,203
86
$3.77M 0.3%
19,403
+4,613
87
$3.73M 0.3%
73,307
+28,164
88
$3.72M 0.3%
10,897
-274
89
$3.65M 0.29%
80,300
+25,839
90
$3.64M 0.29%
+184,182
91
$3.61M 0.29%
52,261
+2,420
92
$3.61M 0.29%
7,836
-62
93
$3.61M 0.29%
29,419
+3,353
94
$3.56M 0.29%
74,730
+60,474
95
$3.51M 0.28%
15,282
+184
96
$3.51M 0.28%
68,201
+669
97
$3.45M 0.28%
38,157
+261
98
$3.44M 0.28%
99,796
+340
99
$3.36M 0.27%
564,636
+12,644
100
$3.36M 0.27%
103,262
+1,253
2 3
4
5 6