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
$1.25B
AUM Growth
+$69.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$6.22M
3
+$5.95M
4
SDSI icon
American Century Short Duration Strategic Income ETF
SDSI
+$5.74M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$5.3M

Top Sells

1
+$8.94M
2
+$8.83M
3
+$6.33M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.57M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.89M

Sector Composition

1 Technology 11.17%
2 Industrials 6.51%
3 Consumer Staples 4.36%
4 Healthcare 4.33%
5 Financials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.32M 0.27%
100,463
+11,163
102
$3.29M 0.26%
47,866
-4,819
103
$3.23M 0.26%
90,705
+4,365
104
$3.21M 0.26%
8,696
+1,972
105
$3.21M 0.26%
42,692
+10,871
106
$3.18M 0.25%
61,334
+21,923
107
$3.02M 0.24%
38,161
+26,341
108
$2.96M 0.24%
39,831
-9,191
109
$2.94M 0.24%
10,252
-736
110
$2.91M 0.23%
111,449
+23,141
111
$2.84M 0.23%
56,604
-36,702
112
$2.81M 0.23%
39,231
+10,830
113
$2.76M 0.22%
+34,239
114
$2.75M 0.22%
40,744
+1,534
115
$2.73M 0.22%
122,549
-55,457
116
$2.66M 0.21%
114,213
+29
117
$2.62M 0.21%
31,269
+1,969
118
$2.61M 0.21%
105,786
+46,354
119
$2.57M 0.21%
56,936
+39,789
120
$2.54M 0.2%
5,737
+126
121
$2.54M 0.2%
77,714
-34
122
$2.51M 0.2%
61,961
+3,758
123
$2.51M 0.2%
59,370
-4,510
124
$2.5M 0.2%
14,022
+9,787
125
$2.49M 0.2%
61,188
+19,509
3 4
5
6 7