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
$1.24B
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$15.3M
3
+$15M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$10.6M
5
VB icon
Vanguard Small-Cap ETF
VB
+$10.1M

Top Sells

1
+$18.7M
2
+$16.7M
3
+$12.4M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$11.4M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$7.11M

Sector Composition

1 Technology 9.94%
2 Healthcare 5.05%
3 Industrials 5.03%
4 Consumer Staples 4.02%
5 Financials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.06M 0.25%
57,573
+53,772
102
$3.01M 0.24%
+32,263
103
$2.99M 0.24%
87,116
+11,959
104
$2.95M 0.24%
65,808
-68,446
105
$2.87M 0.23%
62,216
-706
106
$2.85M 0.23%
56,871
-227,653
107
$2.72M 0.22%
48,799
-1,859
108
$2.62M 0.21%
48,485
-2,911
109
$2.56M 0.21%
+21,314
110
$2.53M 0.2%
35,100
+5,724
111
$2.52M 0.2%
25,214
+434
112
$2.5M 0.2%
5,539
+978
113
$2.42M 0.2%
51,235
+6,133
114
$2.41M 0.19%
88,410
+450
115
$2.34M 0.19%
21,567
-2,555
116
$2.32M 0.19%
11,290
-211
117
$2.24M 0.18%
93,003
+59,225
118
$2.17M 0.17%
21,367
-3,998
119
$2.15M 0.17%
546,004
+4,738
120
$2.1M 0.17%
24,979
+1,487
121
$2.05M 0.17%
33,456
+12,840
122
$2.01M 0.16%
5,604
+384
123
$2M 0.16%
9,001
+2,915
124
$1.99M 0.16%
19,288
-1,458
125
$1.99M 0.16%
82,910
+1,204
3 4
5
6 7