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
$1.18B
AUM Growth
+$96.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$9.02M
2
+$7.94M
3
+$6.75M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$4.86M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$3.28M

Top Sells

1
+$9.03M
2
+$6.65M
3
+$5.72M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.85M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$4.84M

Sector Composition

1 Technology 10.72%
2 Industrials 6.43%
3 Healthcare 4.55%
4 Consumer Staples 4.55%
5 Energy 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.6M 0.14%
41,451
-2,470
152
$1.59M 0.13%
+41,679
153
$1.58M 0.13%
22,071
-1,310
154
$1.57M 0.13%
48,666
+3,184
155
$1.54M 0.13%
4,232
+224
156
$1.52M 0.13%
24,096
-829
157
$1.49M 0.13%
15,418
-107
158
$1.49M 0.13%
8,177
-1,039
159
$1.49M 0.13%
606
160
$1.48M 0.13%
59,432
+2,035
161
$1.47M 0.12%
34,847
+14,036
162
$1.46M 0.12%
5,230
+133
163
$1.46M 0.12%
+77,676
164
$1.45M 0.12%
29,115
+10,172
165
$1.44M 0.12%
18,950
-11,070
166
$1.42M 0.12%
7,418
-357
167
$1.4M 0.12%
47,802
+37,330
168
$1.39M 0.12%
13,055
+232
169
$1.38M 0.12%
21,749
-3,619
170
$1.38M 0.12%
23,955
+210
171
$1.35M 0.11%
6,639
-280
172
$1.34M 0.11%
83,064
+6,474
173
$1.34M 0.11%
+35,898
174
$1.31M 0.11%
45,854
-4,220
175
$1.31M 0.11%
18,458
+1,217
5 6
7
8 9