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
$1.53B
AUM Growth
+$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$4.25M
3
+$3.39M
4
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$3.3M
5
MSFT icon
Microsoft
MSFT
+$3.23M

Top Sells

1
+$5.98M
2
+$3.64M
3
+$3.56M
4
USB icon
US Bancorp
USB
+$3.52M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$2.93M

Sector Composition

1 Technology 12.46%
2 Industrials 5.86%
3 Consumer Staples 4.28%
4 Financials 3.69%
5 Healthcare 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.89M 0.25%
72,674
+2,970
102
$3.89M 0.25%
77,197
+2,334
103
$3.87M 0.25%
98,602
-3,594
104
$3.85M 0.25%
194,672
+19,073
105
$3.74M 0.24%
83,321
-3,343
106
$3.73M 0.24%
51,323
-22,415
107
$3.69M 0.24%
85,972
+13,457
108
$3.6M 0.24%
16,792
-1,508
109
$3.6M 0.24%
151,881
+29,981
110
$3.52M 0.23%
84,161
+2,927
111
$3.48M 0.23%
99,376
+5,103
112
$3.43M 0.22%
86,468
-488
113
$3.42M 0.22%
36,254
+422
114
$3.31M 0.22%
66,041
-16,107
115
$3.3M 0.22%
+80,998
116
$3.28M 0.21%
7,437
+3,330
117
$3.27M 0.21%
17,839
+456
118
$3.26M 0.21%
47,729
+4,069
119
$3.24M 0.21%
172,919
-73,019
120
$3.2M 0.21%
17,579
+95
121
$3.13M 0.2%
5,743
-24
122
$3.11M 0.2%
9,973
+231
123
$3.09M 0.2%
33,716
+1,134
124
$3.09M 0.2%
102,842
+20,243
125
$3.06M 0.2%
102,254
+2,138
3 4
5
6 7