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
$1.53B
AUM Growth
+$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$4.25M
3
+$3.39M
4
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$3.3M
5
MSFT icon
Microsoft
MSFT
+$3.23M

Top Sells

1
+$5.98M
2
+$3.64M
3
+$3.56M
4
USB icon
US Bancorp
USB
+$3.52M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$2.93M

Sector Composition

1 Technology 12.46%
2 Industrials 5.86%
3 Consumer Staples 4.28%
4 Financials 3.69%
5 Healthcare 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.05M 0.2%
61,654
+6,565
127
$3.03M 0.2%
119,146
+179
128
$2.99M 0.2%
12,692
+146
129
$2.96M 0.19%
58,558
+1,410
130
$2.9M 0.19%
34,558
-5,700
131
$2.87M 0.19%
56,189
-1,263
132
$2.86M 0.19%
18,775
+240
133
$2.81M 0.18%
40,552
-490
134
$2.81M 0.18%
58,182
+2,202
135
$2.66M 0.17%
124,194
+9,039
136
$2.65M 0.17%
18,199
+1,305
137
$2.62M 0.17%
53,798
+1,081
138
$2.62M 0.17%
31,189
-703
139
$2.61M 0.17%
53,518
+2,866
140
$2.58M 0.17%
47,904
+13,713
141
$2.57M 0.17%
37,877
+1,595
142
$2.52M 0.16%
491,013
-5,766
143
$2.5M 0.16%
19,637
-2,846
144
$2.48M 0.16%
75,806
+13,841
145
$2.43M 0.16%
+115,664
146
$2.43M 0.16%
+118,867
147
$2.41M 0.16%
11,855
-91
148
$2.4M 0.16%
+52,594
149
$2.38M 0.16%
11,746
+61
150
$2.38M 0.16%
95,487
-5,342
4 5
6
7 8