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
$1.24B
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$15.3M
3
+$15M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$10.6M
5
VB icon
Vanguard Small-Cap ETF
VB
+$10.1M

Top Sells

1
+$18.7M
2
+$16.7M
3
+$12.4M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$11.4M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$7.11M

Sector Composition

1 Technology 9.94%
2 Healthcare 5.05%
3 Industrials 5.03%
4 Consumer Staples 4.02%
5 Financials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.1M 0.09%
+538
177
$1.08M 0.09%
49,057
+44,909
178
$1.06M 0.09%
8,586
+1,389
179
$1.06M 0.09%
9,656
+6,670
180
$1.03M 0.08%
4,669
-139
181
$1.01M 0.08%
14,034
+14
182
$979K 0.08%
11,580
183
$973K 0.08%
24,668
+11,180
184
$905K 0.07%
4,062
+221
185
$899K 0.07%
31,622
+19,645
186
$889K 0.07%
1,951
+597
187
$861K 0.07%
8,407
+761
188
$855K 0.07%
1,676
+42
189
$849K 0.07%
11,440
+3,592
190
$847K 0.07%
9,029
+784
191
$832K 0.07%
33,142
+7,100
192
$831K 0.07%
+1,492
193
$828K 0.07%
6,152
-89
194
$825K 0.07%
7,728
+1,345
195
$807K 0.06%
79,902
-4,540
196
$802K 0.06%
+3,056
197
$793K 0.06%
9,385
+3,364
198
$791K 0.06%
12,973
-43,229
199
$778K 0.06%
+32,026
200
$763K 0.06%
11,503
-58
6 7
8
9 10