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
$1.08B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$10.9M
3
+$9.7M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$7.13M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$7.08M

Top Sells

1
+$11.7M
2
+$6.61M
3
+$5.58M
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$4.15M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$3.4M

Sector Composition

1 Technology 9.35%
2 Industrials 6.36%
3 Healthcare 5.4%
4 Consumer Staples 4.92%
5 Financials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.46M 0.23%
38,652
-364
102
$2.45M 0.23%
49,534
-10,818
103
$2.43M 0.22%
32,649
-8,395
104
$2.42M 0.22%
45,261
-3,018
105
$2.37M 0.22%
57,978
+9,289
106
$2.3M 0.21%
48,757
-1,523
107
$2.29M 0.21%
6,531
-1,887
108
$2.29M 0.21%
78,168
-3,100
109
$2.23M 0.21%
30,020
-9,664
110
$2.17M 0.2%
54,214
+9,031
111
$2.15M 0.2%
145,583
-43,635
112
$2.15M 0.2%
5,624
+351
113
$2.15M 0.2%
20,201
-31,971
114
$2.09M 0.19%
+122,248
115
$2.05M 0.19%
+94,859
116
$2.04M 0.19%
24,925
+358
117
$2.03M 0.19%
11,647
-510
118
$2.03M 0.19%
7,607
+74
119
$1.99M 0.18%
6,288
-376
120
$1.96M 0.18%
90,519
+5,986
121
$1.94M 0.18%
53,118
-2,060
122
$1.94M 0.18%
23,551
+775
123
$1.87M 0.17%
17,759
-11,613
124
$1.87M 0.17%
53,959
-5,861
125
$1.84M 0.17%
20,604
+5,910
3 4
5
6 7