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
$1.08B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$10.9M
3
+$9.7M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$7.13M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$7.08M

Top Sells

1
+$11.7M
2
+$6.61M
3
+$5.58M
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$4.15M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$3.4M

Sector Composition

1 Technology 9.35%
2 Industrials 6.36%
3 Healthcare 5.4%
4 Consumer Staples 4.92%
5 Financials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.39M 0.13%
4,008
+200
152
$1.39M 0.13%
57,397
+180
153
$1.34M 0.12%
11,173
+896
154
$1.34M 0.12%
5,097
-208
155
$1.32M 0.12%
6,919
+324
156
$1.3M 0.12%
45,482
+607
157
$1.28M 0.12%
23,745
-285
158
$1.26M 0.12%
39,276
159
$1.25M 0.12%
24,322
+13,145
160
$1.23M 0.11%
17,241
+1,255
161
$1.23M 0.11%
23,618
-174
162
$1.18M 0.11%
18,421
-129
163
$1.17M 0.11%
15,113
-3,123
164
$1.16M 0.11%
50,500
+36,237
165
$1.15M 0.11%
76,590
+12,900
166
$1.11M 0.1%
17,973
+541
167
$1.08M 0.1%
44,070
-19,673
168
$1.05M 0.1%
100,075
+3,094
169
$1.04M 0.1%
14,778
-10,963
170
$1.04M 0.1%
26,754
-23,477
171
$1.02M 0.09%
14,065
-5,697
172
$1.01M 0.09%
11,371
+2,543
173
$1.01M 0.09%
28,017
174
$1.01M 0.09%
+29,281
175
$999K 0.09%
15,853
+1,033
5 6
7
8 9