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
$1.36B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$14.7M
3
+$6.77M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$4.82M
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$4.61M

Top Sells

1
+$15.9M
2
+$10.2M
3
+$7.34M
4
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$5.7M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$4.86M

Sector Composition

1 Technology 11.34%
2 Industrials 6.33%
3 Healthcare 4.15%
4 Consumer Staples 3.81%
5 Financials 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.81M 0.21%
140,991
-15,321
127
$2.81M 0.21%
5,912
+53
128
$2.77M 0.2%
68,868
+6,762
129
$2.76M 0.2%
45,154
+6,235
130
$2.62M 0.19%
33,590
-1,909
131
$2.6M 0.19%
54,555
+8,706
132
$2.59M 0.19%
25,942
+1,720
133
$2.56M 0.19%
33,799
-4,890
134
$2.54M 0.19%
90,517
+15,828
135
$2.52M 0.19%
100,157
-8,693
136
$2.46M 0.18%
+86,202
137
$2.43M 0.18%
79,458
+35,505
138
$2.42M 0.18%
12,080
+547
139
$2.41M 0.18%
17,099
+1,005
140
$2.4M 0.18%
69,171
-3,002
141
$2.33M 0.17%
45,028
-2,598
142
$2.29M 0.17%
52,517
+212
143
$2.26M 0.17%
3,418
+59
144
$2.24M 0.16%
16,024
+386
145
$2.2M 0.16%
8,441
-45
146
$2.2M 0.16%
41,310
-1,417
147
$2.18M 0.16%
20,285
+1,472
148
$2.17M 0.16%
55,105
+14,741
149
$2.17M 0.16%
33,612
+11,315
150
$2.14M 0.16%
19,786
+4,334
4 5
6
7 8