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
$1.23B
AUM Growth
-$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$4.46M
3
+$3.66M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3M
5
LGOV icon
First Trust Long Duration Opportunities ETF
LGOV
+$2.92M

Top Sells

1
+$3.97M
2
+$2.57M
3
+$1.81M
4
XOM icon
Exxon Mobil
XOM
+$1.78M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.68M

Sector Composition

1 Technology 10.65%
2 Industrials 6.31%
3 Healthcare 4.42%
4 Consumer Staples 4.18%
5 Financials 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.72M 0.38%
11,366
-486
77
$4.58M 0.37%
49,845
+8,642
78
$4.46M 0.36%
269,127
+7,213
79
$4.43M 0.36%
12,659
+1,762
80
$4.39M 0.36%
57,722
+19,561
81
$4.14M 0.34%
62,424
-1,486
82
$4.1M 0.33%
82,850
-971
83
$4.1M 0.33%
58,717
+6,456
84
$4.06M 0.33%
124,393
+546
85
$4.05M 0.33%
91,140
+34,204
86
$4.02M 0.33%
18,764
+3,482
87
$4.02M 0.33%
14,913
-2,095
88
$3.79M 0.31%
74,386
+1,079
89
$3.78M 0.31%
501,334
+2,025
90
$3.71M 0.3%
38,435
+278
91
$3.67M 0.3%
40,651
-2,344
92
$3.67M 0.3%
20,070
+667
93
$3.66M 0.3%
+71,492
94
$3.64M 0.29%
72,684
+11,350
95
$3.63M 0.29%
15,448
-123
96
$3.62M 0.29%
109,496
+9,033
97
$3.57M 0.29%
81,959
+1,659
98
$3.56M 0.29%
45,675
+14,726
99
$3.43M 0.28%
100,783
+987
100
$3.39M 0.27%
29,502
+83
2 3
4
5 6