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
$1.25B
AUM Growth
+$69.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$6.22M
3
+$5.95M
4
SDSI icon
American Century Short Duration Strategic Income ETF
SDSI
+$5.74M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$5.3M

Top Sells

1
+$8.94M
2
+$8.83M
3
+$6.33M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.57M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.89M

Sector Composition

1 Technology 11.17%
2 Industrials 6.51%
3 Consumer Staples 4.36%
4 Healthcare 4.33%
5 Financials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.41M 0.19%
+51,078
127
$2.4M 0.19%
+30,949
128
$2.4M 0.19%
9,150
+401
129
$2.39M 0.19%
+47,157
130
$2.26M 0.18%
52,768
-200
131
$2.21M 0.18%
42,938
-741
132
$2.16M 0.17%
21,622
-5,777
133
$2.15M 0.17%
11,490
-26
134
$2.14M 0.17%
23,427
+845
135
$2.13M 0.17%
56,218
+6,348
136
$2.1M 0.17%
17,517
-112
137
$2.08M 0.17%
40,206
-1,556
138
$2.08M 0.17%
8,572
+49
139
$2.08M 0.17%
5,284
+1,052
140
$2.07M 0.17%
37,181
+11,816
141
$2.06M 0.17%
19,152
-436
142
$1.99M 0.16%
16,428
-9
143
$1.93M 0.15%
6,225
-118
144
$1.93M 0.15%
71,757
-7,873
145
$1.91M 0.15%
50,046
-23,497
146
$1.91M 0.15%
87,047
-2,447
147
$1.87M 0.15%
3,466
-51
148
$1.84M 0.15%
61,744
-82,296
149
$1.81M 0.15%
18,201
+219
150
$1.81M 0.14%
22,304
-108,877
4 5
6
7 8