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
$1.08B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$10.9M
3
+$9.7M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$7.13M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$7.08M

Top Sells

1
+$11.7M
2
+$6.61M
3
+$5.58M
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$4.15M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$3.4M

Sector Composition

1 Technology 9.35%
2 Industrials 6.36%
3 Healthcare 5.4%
4 Consumer Staples 4.92%
5 Financials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$995K 0.09%
3,003
+437
177
$991K 0.09%
8,049
+1,929
178
$986K 0.09%
24,732
+12,381
179
$976K 0.09%
10,308
+7,963
180
$969K 0.09%
10,256
+701
181
$967K 0.09%
21,254
-4,544
182
$966K 0.09%
20,756
-93
183
$966K 0.09%
8,018
+784
184
$939K 0.09%
18,943
+9,991
185
$936K 0.09%
3,908
+857
186
$935K 0.09%
12,416
-3,132
187
$930K 0.09%
63,600
-4,610
188
$920K 0.08%
11,150
-7,014
189
$917K 0.08%
10,950
+762
190
$905K 0.08%
+20,811
191
$903K 0.08%
49,031
-414
192
$901K 0.08%
2,720
+937
193
$878K 0.08%
4,226
+744
194
$859K 0.08%
+23,261
195
$858K 0.08%
11,365
196
$840K 0.08%
4,056
+158
197
$811K 0.07%
6,873
+1,487
198
$773K 0.07%
16,368
+151
199
$765K 0.07%
39,092
+1,679
200
$737K 0.07%
1,390
+118
6 7
8
9 10