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
$892M
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$7.05M
3
+$6.39M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$5.18M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.01M

Top Sells

1
+$4.19M
2
+$4.06M
3
+$3.88M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$3.56M
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$2.76M

Sector Composition

1 Technology 11.26%
2 Healthcare 4.95%
3 Industrials 4.78%
4 Consumer Staples 4.7%
5 Financials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$831K 0.09%
11,972
-8,729
152
$815K 0.09%
12,956
+269
153
$801K 0.09%
52,860
-15,528
154
$783K 0.09%
+10,031
155
$782K 0.09%
19,704
+1,461
156
$780K 0.09%
59,800
+16,040
157
$771K 0.09%
4,369
+136
158
$754K 0.08%
4,142
-1,014
159
$747K 0.08%
11,283
+1,546
160
$734K 0.08%
+24,395
161
$730K 0.08%
9,562
+1,688
162
$729K 0.08%
8,320
+900
163
$709K 0.08%
13,968
-3,030
164
$701K 0.08%
5,321
+11
165
$696K 0.08%
16,100
-184
166
$695K 0.08%
14,730
+2,059
167
$658K 0.07%
3,008
+469
168
$644K 0.07%
5,496
+543
169
$624K 0.07%
1,749
+1,021
170
$622K 0.07%
3,682
+478
171
$619K 0.07%
9,980
+5,572
172
$604K 0.07%
12,948
+356
173
$593K 0.07%
5,362
-1,703
174
$585K 0.07%
4,396
+143
175
$555K 0.06%
14,932
-74,211
5 6
7
8 9