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
$892M
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$7.05M
3
+$6.39M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$5.18M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.01M

Top Sells

1
+$4.19M
2
+$4.06M
3
+$3.88M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$3.56M
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$2.76M

Sector Composition

1 Technology 11.26%
2 Healthcare 4.95%
3 Industrials 4.78%
4 Consumer Staples 4.7%
5 Financials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.97M 0.22%
45,500
-200
102
$1.83M 0.21%
53,174
+6,751
103
$1.78M 0.2%
48,969
-12,180
104
$1.77M 0.2%
458,276
+21,170
105
$1.77M 0.2%
32,028
+3,339
106
$1.75M 0.2%
33,638
+7,217
107
$1.72M 0.19%
10,659
-6,268
108
$1.66M 0.19%
30,026
+2,165
109
$1.64M 0.18%
4,396
-812
110
$1.61M 0.18%
16,008
+691
111
$1.56M 0.17%
9,477
-178
112
$1.54M 0.17%
19,662
-2,239
113
$1.54M 0.17%
21,047
+7,487
114
$1.52M 0.17%
+21,523
115
$1.51M 0.17%
25,127
+15,266
116
$1.45M 0.16%
17,541
+5,354
117
$1.45M 0.16%
5,473
+247
118
$1.4M 0.16%
14,423
+995
119
$1.39M 0.16%
+48,076
120
$1.35M 0.15%
50,955
+21,413
121
$1.31M 0.15%
38,933
+13
122
$1.27M 0.14%
12,010
-10,804
123
$1.24M 0.14%
+40,819
124
$1.22M 0.14%
+5,701
125
$1.18M 0.13%
5,557
-78
3 4
5
6 7