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
$892M
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$7.05M
3
+$6.39M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$5.18M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.01M

Top Sells

1
+$4.19M
2
+$4.06M
3
+$3.88M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$3.56M
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$2.76M

Sector Composition

1 Technology 11.26%
2 Healthcare 4.95%
3 Industrials 4.78%
4 Consumer Staples 4.7%
5 Financials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.18M 0.13%
32,717
+4,794
127
$1.16M 0.13%
13,508
+60
128
$1.08M 0.12%
19,221
-11,404
129
$1.06M 0.12%
29,297
+21,937
130
$1.05M 0.12%
46,266
-38,883
131
$1.05M 0.12%
7,054
+1,954
132
$1.02M 0.11%
14,141
+2,525
133
$1.01M 0.11%
+33,941
134
$988K 0.11%
26,064
-25,577
135
$983K 0.11%
+29,140
136
$968K 0.11%
12,399
-302
137
$955K 0.11%
69,888
-1,230
138
$953K 0.11%
13,793
-1,547
139
$952K 0.11%
4,571
+290
140
$935K 0.1%
11,012
+627
141
$910K 0.1%
16,394
-9,417
142
$907K 0.1%
3,858
+603
143
$907K 0.1%
3,582
+1,107
144
$906K 0.1%
13,070
-6,782
145
$894K 0.1%
3,118
-50
146
$886K 0.1%
3,242
-127
147
$876K 0.1%
+32,225
148
$875K 0.1%
4,494
+39
149
$857K 0.1%
10,535
-351
150
$832K 0.09%
13,894
+443
4 5
6
7 8