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
$1.23B
AUM Growth
-$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$4.46M
3
+$3.66M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3M
5
LGOV icon
First Trust Long Duration Opportunities ETF
LGOV
+$2.92M

Top Sells

1
+$3.97M
2
+$2.57M
3
+$1.81M
4
XOM icon
Exxon Mobil
XOM
+$1.78M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.68M

Sector Composition

1 Technology 10.65%
2 Industrials 6.31%
3 Healthcare 4.42%
4 Consumer Staples 4.18%
5 Financials 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.43M 0.2%
24,222
+2,600
127
$2.41M 0.2%
111,417
-11,132
128
$2.4M 0.19%
62,106
+145
129
$2.34M 0.19%
72,173
-5,541
130
$2.33M 0.19%
47,626
+469
131
$2.25M 0.18%
74,689
+22,258
132
$2.23M 0.18%
25,151
-16,142
133
$2.2M 0.18%
58,629
+2,411
134
$2.12M 0.17%
16,094
-334
135
$2.12M 0.17%
+42,531
136
$2.11M 0.17%
42,727
-211
137
$2.1M 0.17%
5,311
+27
138
$2.1M 0.17%
38,919
+1,738
139
$2.07M 0.17%
45,849
-5,229
140
$2.05M 0.17%
15,638
-1,879
141
$2.04M 0.17%
38,734
+19,375
142
$2.04M 0.17%
11,533
+43
143
$1.95M 0.16%
52,305
-463
144
$1.95M 0.16%
18,813
-339
145
$1.9M 0.15%
8,495
-77
146
$1.9M 0.15%
3,359
-107
147
$1.86M 0.15%
33,423
+22,407
148
$1.86M 0.15%
46,660
+3,356
149
$1.84M 0.15%
88,701
+1,654
150
$1.81M 0.15%
10,570
-3,452
4 5
6
7 8