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
$1.08B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$10.9M
3
+$9.7M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$7.13M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$7.08M

Top Sells

1
+$11.7M
2
+$6.61M
3
+$5.58M
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$4.15M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$3.4M

Sector Composition

1 Technology 9.35%
2 Industrials 6.36%
3 Healthcare 5.4%
4 Consumer Staples 4.92%
5 Financials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.8M 0.17%
8,380
+3,222
127
$1.77M 0.16%
83,630
128
$1.75M 0.16%
54,160
-31,606
129
$1.73M 0.16%
17,571
+405
130
$1.69M 0.16%
27,477
+5,804
131
$1.67M 0.15%
7,775
-713
132
$1.67M 0.15%
9,216
+131
133
$1.66M 0.15%
50,074
+4,399
134
$1.6M 0.15%
11,552
+3,893
135
$1.58M 0.15%
8,294
-63
136
$1.56M 0.14%
43,921
-110
137
$1.55M 0.14%
34,416
+2,998
138
$1.53M 0.14%
23,381
-1,686
139
$1.53M 0.14%
84,880
+36
140
$1.52M 0.14%
25,368
-3,141
141
$1.5M 0.14%
17,046
+1,624
142
$1.5M 0.14%
606
143
$1.49M 0.14%
8,990
-222
144
$1.48M 0.14%
16,688
+231
145
$1.48M 0.14%
22,646
+17,200
146
$1.48M 0.14%
12,856
-2,507
147
$1.48M 0.14%
15,525
-135
148
$1.46M 0.13%
10,758
-374
149
$1.44M 0.13%
19,289
+1
150
$1.42M 0.13%
12,823
+312
4 5
6
7 8