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
$1.18B
AUM Growth
+$96.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$9.02M
2
+$7.94M
3
+$6.75M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$4.86M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$3.28M

Top Sells

1
+$9.03M
2
+$6.65M
3
+$5.72M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.85M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$4.84M

Sector Composition

1 Technology 10.72%
2 Industrials 6.43%
3 Healthcare 4.55%
4 Consumer Staples 4.55%
5 Energy 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.25M 0.11%
+25,365
177
$1.24M 0.11%
35,182
-18,978
178
$1.21M 0.1%
23,706
+88
179
$1.19M 0.1%
29,308
+4,576
180
$1.19M 0.1%
103,569
+3,494
181
$1.18M 0.1%
8,000
+6,026
182
$1.11M 0.09%
8,025
+7
183
$1.11M 0.09%
+53,808
184
$1.1M 0.09%
28,317
+300
185
$1.08M 0.09%
11,187
+879
186
$1.07M 0.09%
39,414
+21,511
187
$1.06M 0.09%
4,719
+493
188
$1.05M 0.09%
8,907
-3,949
189
$1.04M 0.09%
14,036
-29
190
$1.03M 0.09%
12,458
+1,308
191
$993K 0.08%
24,394
-2,360
192
$987K 0.08%
15,815
-38
193
$982K 0.08%
+41,850
194
$979K 0.08%
+20,668
195
$974K 0.08%
10,400
-550
196
$971K 0.08%
15,560
-2,861
197
$959K 0.08%
49,799
+768
198
$954K 0.08%
4,739
+683
199
$948K 0.08%
11,820
-3,293
200
$948K 0.08%
8,814
+6,154
6 7
8
9 10