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
$1.53B
AUM Growth
+$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$4.25M
3
+$3.39M
4
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$3.3M
5
MSFT icon
Microsoft
MSFT
+$3.23M

Top Sells

1
+$5.98M
2
+$3.64M
3
+$3.56M
4
USB icon
US Bancorp
USB
+$3.52M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$2.93M

Sector Composition

1 Technology 12.46%
2 Industrials 5.86%
3 Consumer Staples 4.28%
4 Financials 3.69%
5 Healthcare 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.36M 0.15%
2,774
+75
152
$2.35M 0.15%
51,758
+5,445
153
$2.32M 0.15%
76,115
-22,299
154
$2.28M 0.15%
49,436
-235
155
$2.24M 0.15%
+40,287
156
$2.21M 0.14%
20,697
-1,867
157
$2.18M 0.14%
+44,841
158
$2.15M 0.14%
57,315
-47
159
$2.14M 0.14%
8,014
+913
160
$2.14M 0.14%
20,051
-282
161
$2.13M 0.14%
44,246
-28,581
162
$2.12M 0.14%
20,726
+1,296
163
$2.11M 0.14%
26,984
+716
164
$2.07M 0.14%
7,888
-125
165
$2.07M 0.14%
36,758
-5,117
166
$2.03M 0.13%
29,835
-942
167
$1.97M 0.13%
75,924
-18
168
$1.97M 0.13%
70,436
-11,637
169
$1.95M 0.13%
48,167
-6,078
170
$1.93M 0.13%
13,963
-269
171
$1.91M 0.12%
2,110
+176
172
$1.89M 0.12%
9,714
+530
173
$1.87M 0.12%
53,216
-582
174
$1.86M 0.12%
10,245
+2,107
175
$1.84M 0.12%
28,202
+1,818
5 6
7
8 9