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
$892M
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$7.05M
3
+$6.39M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$5.18M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.01M

Top Sells

1
+$4.19M
2
+$4.06M
3
+$3.88M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$3.56M
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$2.76M

Sector Composition

1 Technology 11.26%
2 Healthcare 4.95%
3 Industrials 4.78%
4 Consumer Staples 4.7%
5 Financials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$550K 0.06%
6,280
+260
177
$547K 0.06%
3,323
+576
178
$539K 0.06%
16,367
+120
179
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+20,541
180
$531K 0.06%
25,343
+900
181
$530K 0.06%
20,644
-11,670
182
$503K 0.06%
+40,867
183
$498K 0.06%
2,140
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184
$498K 0.06%
4,399
-1,288
185
$494K 0.06%
5,393
+68
186
$488K 0.05%
1,390
+150
187
$483K 0.05%
7,475
+233
188
$466K 0.05%
+8,141
189
$454K 0.05%
5,889
+301
190
$448K 0.05%
6,918
+1,518
191
$446K 0.05%
20,676
-2,324
192
$445K 0.05%
5,021
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193
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5,520
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194
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815
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195
$439K 0.05%
8,377
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196
$439K 0.05%
+23,403
197
$438K 0.05%
875
-43
198
$423K 0.05%
6,171
+274
199
$423K 0.05%
4,619
+1,110
200
$420K 0.05%
11,289
+1,436
6 7
8
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