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
$1.25B
AUM Growth
+$69.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$6.22M
3
+$5.95M
4
SDSI icon
American Century Short Duration Strategic Income ETF
SDSI
+$5.74M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$5.3M

Top Sells

1
+$8.94M
2
+$8.83M
3
+$6.33M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.57M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.89M

Sector Composition

1 Technology 11.17%
2 Industrials 6.51%
3 Consumer Staples 4.36%
4 Healthcare 4.33%
5 Financials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.79M 0.14%
8,492
-464
152
$1.75M 0.14%
43,304
+13,996
153
$1.73M 0.14%
45,424
+1,578
154
$1.69M 0.13%
42,068
+7,221
155
$1.68M 0.13%
+15,497
156
$1.67M 0.13%
+16,190
157
$1.63M 0.13%
11,574
-179
158
$1.62M 0.13%
22,320
+249
159
$1.61M 0.13%
50,673
-1,806
160
$1.61M 0.13%
23,824
-272
161
$1.58M 0.13%
81,448
+3,772
162
$1.56M 0.13%
14,698
-4,340
163
$1.55M 0.12%
8,609
-245
164
$1.54M 0.12%
7,443
+25
165
$1.52M 0.12%
42,826
+7,644
166
$1.51M 0.12%
8,176
-1
167
$1.51M 0.12%
606
168
$1.51M 0.12%
22,741
+992
169
$1.5M 0.12%
5,027
-203
170
$1.49M 0.12%
12,897
-158
171
$1.49M 0.12%
85,086
+2,022
172
$1.48M 0.12%
32,614
-73,178
173
$1.47M 0.12%
15,023
-395
174
$1.47M 0.12%
47,763
-39
175
$1.47M 0.12%
13,731
-2,163
5 6
7
8 9