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
$1.24B
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$15.3M
3
+$15M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$10.6M
5
VB icon
Vanguard Small-Cap ETF
VB
+$10.1M

Top Sells

1
+$18.7M
2
+$16.7M
3
+$12.4M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$11.4M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$7.11M

Sector Composition

1 Technology 9.94%
2 Healthcare 5.05%
3 Industrials 5.03%
4 Consumer Staples 4.02%
5 Financials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.98M 0.16%
56,496
-13,076
127
$1.96M 0.16%
10,047
+225
128
$1.93M 0.16%
13,900
+2,040
129
$1.93M 0.16%
26,182
-215
130
$1.86M 0.15%
6,232
+389
131
$1.86M 0.15%
50,577
-11,163
132
$1.86M 0.15%
26,963
-26
133
$1.84M 0.15%
43,970
-10,128
134
$1.78M 0.14%
47,628
+21,030
135
$1.77M 0.14%
9,229
+2,346
136
$1.75M 0.14%
16,721
+305
137
$1.72M 0.14%
13,916
-39,731
138
$1.71M 0.14%
41,587
+13,052
139
$1.68M 0.13%
9,134
+377
140
$1.66M 0.13%
11,860
+4,060
141
$1.64M 0.13%
11,998
-4,686
142
$1.63M 0.13%
4,549
+1,850
143
$1.56M 0.13%
18,602
-19,892
144
$1.55M 0.12%
47,366
+3,710
145
$1.53M 0.12%
81,130
+1,135
146
$1.52M 0.12%
11,110
+524
147
$1.52M 0.12%
15,581
-66,383
148
$1.51M 0.12%
39,325
-186
149
$1.49M 0.12%
5,806
+787
150
$1.46M 0.12%
23,859
+2,395
4 5
6
7 8