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
$1.53B
AUM Growth
+$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$4.25M
3
+$3.39M
4
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$3.3M
5
MSFT icon
Microsoft
MSFT
+$3.23M

Top Sells

1
+$5.98M
2
+$3.64M
3
+$3.56M
4
USB icon
US Bancorp
USB
+$3.52M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$2.93M

Sector Composition

1 Technology 12.46%
2 Industrials 5.86%
3 Consumer Staples 4.28%
4 Financials 3.69%
5 Healthcare 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.78M 0.38%
92,866
+7,041
77
$5.68M 0.37%
183,506
+15,347
78
$5.64M 0.37%
25,867
-1,943
79
$5.56M 0.36%
224,979
-11,940
80
$5.54M 0.36%
115,347
+5,513
81
$5.3M 0.35%
59,100
-147
82
$4.93M 0.32%
81,654
+72,216
83
$4.83M 0.32%
83,874
+2,553
84
$4.83M 0.32%
118,905
+6,553
85
$4.82M 0.32%
10,056
+888
86
$4.76M 0.31%
9,444
+15
87
$4.67M 0.31%
46,414
+9,077
88
$4.6M 0.3%
15,447
+36
89
$4.57M 0.3%
23,071
+733
90
$4.54M 0.3%
87,231
+1,010
91
$4.53M 0.3%
60,305
+14,050
92
$4.3M 0.28%
38,994
+580
93
$4.26M 0.28%
71,920
+1,323
94
$4.25M 0.28%
15,978
-664
95
$4.18M 0.27%
7,242
-288
96
$4.16M 0.27%
71,117
+10,510
97
$4.15M 0.27%
95,287
+1,333
98
$4.12M 0.27%
80,558
+2,659
99
$4.07M 0.27%
113,361
+1,763
100
$3.91M 0.26%
48,916
+1,730
2 3
4
5 6