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
$1.23B
AUM Growth
-$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$4.46M
3
+$3.66M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3M
5
LGOV icon
First Trust Long Duration Opportunities ETF
LGOV
+$2.92M

Top Sells

1
+$3.97M
2
+$2.57M
3
+$1.81M
4
XOM icon
Exxon Mobil
XOM
+$1.78M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.68M

Sector Composition

1 Technology 10.65%
2 Industrials 6.31%
3 Healthcare 4.42%
4 Consumer Staples 4.18%
5 Financials 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.39M 0.27%
93,503
+2,798
102
$3.26M 0.26%
67,779
+11,175
103
$3.25M 0.26%
68,820
+619
104
$3.18M 0.26%
7,773
-63
105
$3.14M 0.25%
8,760
+64
106
$3.13M 0.25%
71,970
+12,600
107
$3.09M 0.25%
122,272
-30,170
108
$3.07M 0.25%
17,793
-3,131
109
$3.03M 0.25%
156,312
-27,870
110
$2.99M 0.24%
96,544
-6,718
111
$2.99M 0.24%
45,890
+5,146
112
$2.97M 0.24%
45,773
-2,093
113
$2.93M 0.24%
9,762
-490
114
$2.92M 0.24%
+143,831
115
$2.83M 0.23%
38,447
-4,245
116
$2.82M 0.23%
110,681
-768
117
$2.77M 0.22%
34,362
+123
118
$2.7M 0.22%
10,792
+1,642
119
$2.67M 0.22%
38,689
-542
120
$2.66M 0.22%
108,850
+3,064
121
$2.65M 0.22%
63,646
+2,458
122
$2.65M 0.21%
117,798
+3,585
123
$2.64M 0.21%
33,681
+2,412
124
$2.57M 0.21%
35,499
-4,332
125
$2.5M 0.2%
5,859
+122
3 4
5
6 7