VWA

Visionary Wealth Advisors Portfolio holdings

AUM $2.14B
1-Year Est. Return 16.9%
This Quarter Est. Return
1 Year Est. Return
+16.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$892M
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$7.05M
3
+$6.39M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$5.18M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.01M

Top Sells

1
+$4.19M
2
+$4.06M
3
+$3.88M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$3.56M
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$2.76M

Sector Composition

1 Technology 11.26%
2 Healthcare 4.95%
3 Industrials 4.78%
4 Consumer Staples 4.7%
5 Financials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$418K 0.05%
+3,817
202
$418K 0.05%
1,611
-1
203
$412K 0.05%
10,180
+309
204
$408K 0.05%
1,229
-151
205
$406K 0.05%
12,235
+5,530
206
$400K 0.04%
8,090
207
$395K 0.04%
6,554
-378
208
$386K 0.04%
3,784
+1,306
209
$386K 0.04%
3,118
-14,639
210
$377K 0.04%
1,429
+142
211
$372K 0.04%
1,665
+3
212
$372K 0.04%
5,079
+500
213
$371K 0.04%
4,484
+210
214
$365K 0.04%
1,558
+262
215
$351K 0.04%
8,358
-84,796
216
$350K 0.04%
+2,808
217
$349K 0.04%
4,883
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218
$349K 0.04%
907
-17
219
$345K 0.04%
5,559
+145
220
$334K 0.04%
1,500
+431
221
$332K 0.04%
+4,854
222
$330K 0.04%
11,831
223
$329K 0.04%
+7,166
224
$324K 0.04%
2,768
+660
225
$321K 0.04%
5,496
+122
7 8
9
10 11