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
$1.24B
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$15.3M
3
+$15M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$10.6M
5
VB icon
Vanguard Small-Cap ETF
VB
+$10.1M

Top Sells

1
+$18.7M
2
+$16.7M
3
+$12.4M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$11.4M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$7.11M

Sector Composition

1 Technology 9.94%
2 Healthcare 5.05%
3 Industrials 5.03%
4 Consumer Staples 4.02%
5 Financials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$755K 0.06%
15,578
+4,023
202
$754K 0.06%
4,744
+13
203
$743K 0.06%
+2,141
204
$725K 0.06%
5,710
+358
205
$720K 0.06%
32,728
+676
206
$713K 0.06%
16,694
+4,960
207
$699K 0.06%
11,843
+1,153
208
$692K 0.06%
+28,671
209
$691K 0.06%
6,841
+1,585
210
$689K 0.06%
6,522
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211
$685K 0.06%
21,322
-25
212
$681K 0.05%
28,870
-5,925
213
$676K 0.05%
3,182
+543
214
$671K 0.05%
39,681
+10,603
215
$667K 0.05%
6,669
-793
216
$659K 0.05%
19,286
+4,807
217
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19,127
+4,546
218
$657K 0.05%
+27,334
219
$656K 0.05%
14,850
-1,133
220
$652K 0.05%
2,277
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221
$651K 0.05%
5,844
-19,294
222
$647K 0.05%
7,401
+880
223
$642K 0.05%
39,500
-5,625
224
$629K 0.05%
8,072
+489
225
$624K 0.05%
5,274
+1,830
7 8
9
10 11