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
$1.23B
AUM Growth
-$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$4.46M
3
+$3.66M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3M
5
LGOV icon
First Trust Long Duration Opportunities ETF
LGOV
+$2.92M

Top Sells

1
+$3.97M
2
+$2.57M
3
+$1.81M
4
XOM icon
Exxon Mobil
XOM
+$1.78M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.68M

Sector Composition

1 Technology 10.65%
2 Industrials 6.31%
3 Healthcare 4.42%
4 Consumer Staples 4.18%
5 Financials 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.45M 0.12%
47,763
177
$1.44M 0.12%
96,295
-1,155
178
$1.42M 0.12%
33,198
+7,811
179
$1.4M 0.11%
14,648
-375
180
$1.4M 0.11%
8,780
+171
181
$1.38M 0.11%
8,138
-38
182
$1.37M 0.11%
7,410
-33
183
$1.36M 0.11%
28,427
+20,812
184
$1.34M 0.11%
48,928
-764
185
$1.32M 0.11%
12,617
186
$1.31M 0.11%
40,364
+14,994
187
$1.31M 0.11%
19,564
+236
188
$1.3M 0.11%
4,952
-75
189
$1.3M 0.11%
12,609
-288
190
$1.27M 0.1%
22,297
-398
191
$1.26M 0.1%
45,438
+6,188
192
$1.2M 0.1%
43,953
+3,569
193
$1.19M 0.1%
58,730
194
$1.19M 0.1%
35,310
-7,516
195
$1.19M 0.1%
+41,983
196
$1.12M 0.09%
18,998
+3,476
197
$1.11M 0.09%
22,760
+5,690
198
$1.09M 0.09%
49,450
-4,086
199
$1.09M 0.09%
29,421
-20,625
200
$1.06M 0.09%
23,397
+60
6 7
8
9 10