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
$1.23B
AUM Growth
-$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$4.46M
3
+$3.66M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3M
5
LGOV icon
First Trust Long Duration Opportunities ETF
LGOV
+$2.92M

Top Sells

1
+$3.97M
2
+$2.57M
3
+$1.81M
4
XOM icon
Exxon Mobil
XOM
+$1.78M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.68M

Sector Composition

1 Technology 10.65%
2 Industrials 6.31%
3 Healthcare 4.42%
4 Consumer Staples 4.18%
5 Financials 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.79M 0.14%
60,567
-1,177
152
$1.79M 0.14%
48,754
+3,330
153
$1.77M 0.14%
43,790
+1,722
154
$1.73M 0.14%
17,307
-894
155
$1.73M 0.14%
86,075
+4,627
156
$1.71M 0.14%
34,687
-5,519
157
$1.67M 0.14%
47,007
-3,666
158
$1.66M 0.13%
98,277
+13,191
159
$1.63M 0.13%
8,486
-6
160
$1.62M 0.13%
15,409
+711
161
$1.6M 0.13%
11,780
+206
162
$1.59M 0.13%
56,757
-15,000
163
$1.59M 0.13%
16,826
+3,377
164
$1.58M 0.13%
15,452
+1,721
165
$1.58M 0.13%
17,521
-5,906
166
$1.57M 0.13%
10,215
+976
167
$1.56M 0.13%
+31,977
168
$1.54M 0.13%
44,680
+5,458
169
$1.54M 0.12%
17,366
+1,176
170
$1.54M 0.12%
605
-1
171
$1.53M 0.12%
22,275
-1,549
172
$1.52M 0.12%
23,862
+1,121
173
$1.5M 0.12%
34,353
+2,016
174
$1.49M 0.12%
21,687
-633
175
$1.47M 0.12%
6,902
+396
5 6
7
8 9