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
$1.18B
AUM Growth
+$96.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$9.02M
2
+$7.94M
3
+$6.75M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$4.86M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$3.28M

Top Sells

1
+$9.03M
2
+$6.65M
3
+$5.72M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.85M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$4.84M

Sector Composition

1 Technology 10.72%
2 Industrials 6.43%
3 Healthcare 4.55%
4 Consumer Staples 4.55%
5 Energy 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.87M 0.24%
24,501
+2,001
102
$2.86M 0.24%
14,790
-402
103
$2.73M 0.23%
60,766
-25,104
104
$2.72M 0.23%
27,399
+1,008
105
$2.69M 0.23%
56,502
-2,089
106
$2.65M 0.22%
39,210
+558
107
$2.63M 0.22%
114,184
+19,325
108
$2.57M 0.22%
+29,300
109
$2.55M 0.22%
73,543
-90
110
$2.51M 0.21%
54,461
+20,045
111
$2.39M 0.2%
58,203
+3,989
112
$2.39M 0.2%
77,748
-420
113
$2.33M 0.2%
10,988
-185
114
$2.32M 0.2%
31,821
+23,661
115
$2.3M 0.19%
5,611
-13
116
$2.27M 0.19%
45,143
-113,488
117
$2.21M 0.19%
155,675
+10,092
118
$2.19M 0.19%
41,762
-3,499
119
$2.19M 0.19%
43,679
-5,078
120
$2.18M 0.18%
16,830
+6,072
121
$2.16M 0.18%
19,588
-613
122
$2.16M 0.18%
88,308
+37,808
123
$2.16M 0.18%
6,724
-883
124
$2.06M 0.17%
22,582
+1,978
125
$2.06M 0.17%
39,411
+15,089
3 4
5
6 7