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
$1.53B
AUM Growth
+$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$4.25M
3
+$3.39M
4
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$3.3M
5
MSFT icon
Microsoft
MSFT
+$3.23M

Top Sells

1
+$5.98M
2
+$3.64M
3
+$3.56M
4
USB icon
US Bancorp
USB
+$3.52M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$2.93M

Sector Composition

1 Technology 12.46%
2 Industrials 5.86%
3 Consumer Staples 4.28%
4 Financials 3.69%
5 Healthcare 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.82M 0.12%
7,949
+755
177
$1.8M 0.12%
51,373
+40,387
178
$1.8M 0.12%
45,140
-383
179
$1.79M 0.12%
605
180
$1.78M 0.12%
20,699
-240
181
$1.77M 0.12%
18,357
+8,842
182
$1.77M 0.12%
16,608
+19
183
$1.74M 0.11%
26,174
+4,039
184
$1.73M 0.11%
50,663
-1,566
185
$1.71M 0.11%
11,366
-1,347
186
$1.7M 0.11%
12,009
+1,009
187
$1.69M 0.11%
37,277
-18,209
188
$1.67M 0.11%
36,238
-5,129
189
$1.64M 0.11%
7,643
-225
190
$1.64M 0.11%
15,947
+1,479
191
$1.63M 0.11%
157,524
+89,154
192
$1.6M 0.1%
37,009
-317
193
$1.59M 0.1%
41,379
+19,824
194
$1.58M 0.1%
21,165
-2,104
195
$1.57M 0.1%
12,702
-126
196
$1.56M 0.1%
7,287
+33
197
$1.55M 0.1%
21,093
+575
198
$1.53M 0.1%
9,425
+1,436
199
$1.52M 0.1%
17,746
+1,421
200
$1.51M 0.1%
80,419
+132
6 7
8
9 10