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
$1.18B
AUM Growth
+$96.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$9.02M
2
+$7.94M
3
+$6.75M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$4.86M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$3.28M

Top Sells

1
+$9.03M
2
+$6.65M
3
+$5.72M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.85M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$4.84M

Sector Composition

1 Technology 10.72%
2 Industrials 6.43%
3 Healthcare 4.55%
4 Consumer Staples 4.55%
5 Energy 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.05M 0.17%
11,516
-131
127
$1.99M 0.17%
52,968
-150
128
$1.98M 0.17%
89,494
-1,025
129
$1.94M 0.16%
28,401
+5,755
130
$1.93M 0.16%
8,523
+143
131
$1.9M 0.16%
8,956
+662
132
$1.89M 0.16%
52,479
-1,480
133
$1.89M 0.16%
500,269
-1,450
134
$1.87M 0.16%
6,343
+55
135
$1.84M 0.16%
19,038
-4,513
136
$1.83M 0.16%
17,629
+583
137
$1.81M 0.15%
8,749
+700
138
$1.81M 0.15%
+35,254
139
$1.8M 0.15%
24,101
-8,548
140
$1.79M 0.15%
49,870
+20,589
141
$1.79M 0.15%
19,289
142
$1.77M 0.15%
63,880
+280
143
$1.75M 0.15%
3,517
+2,675
144
$1.74M 0.15%
17,982
+411
145
$1.71M 0.15%
+43,846
146
$1.71M 0.15%
15,894
-1,865
147
$1.71M 0.14%
16,437
-251
148
$1.7M 0.14%
79,630
-4,000
149
$1.65M 0.14%
8,854
-136
150
$1.61M 0.14%
11,753
+201
4 5
6
7 8