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
$1.25B
AUM Growth
+$69.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$6.22M
3
+$5.95M
4
SDSI icon
American Century Short Duration Strategic Income ETF
SDSI
+$5.74M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$5.3M

Top Sells

1
+$8.94M
2
+$8.83M
3
+$6.33M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.57M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.89M

Sector Composition

1 Technology 11.17%
2 Industrials 6.51%
3 Consumer Staples 4.36%
4 Healthcare 4.33%
5 Financials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.46M 0.12%
9,239
+1,214
177
$1.45M 0.12%
32,337
-141,315
178
$1.43M 0.11%
52,431
+28,072
179
$1.43M 0.11%
6,506
-133
180
$1.43M 0.11%
+39,222
181
$1.43M 0.11%
49,692
+3,838
182
$1.38M 0.11%
22,695
-1,260
183
$1.37M 0.11%
12,617
-6,672
184
$1.36M 0.11%
19,328
+870
185
$1.34M 0.11%
13,449
+2,262
186
$1.33M 0.11%
97,450
-58,225
187
$1.25M 0.1%
58,730
+4,922
188
$1.24M 0.1%
53,536
+11,686
189
$1.22M 0.1%
11,282
+2,468
190
$1.2M 0.1%
+59,932
191
$1.19M 0.09%
39,372
-9,294
192
$1.17M 0.09%
23,337
-369
193
$1.14M 0.09%
40,384
+9,378
194
$1.13M 0.09%
4,765
+46
195
$1.13M 0.09%
25,387
+10,025
196
$1.13M 0.09%
17,226
+8,039
197
$1.12M 0.09%
29,748
-11,703
198
$1.09M 0.09%
39,250
-164
199
$1.09M 0.09%
26,272
-2,045
200
$1.06M 0.08%
12,639
+181
6 7
8
9 10