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
$1.08B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$10.9M
3
+$9.7M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$7.13M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$7.08M

Top Sells

1
+$11.7M
2
+$6.61M
3
+$5.58M
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$4.15M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$3.4M

Sector Composition

1 Technology 9.35%
2 Industrials 6.36%
3 Healthcare 5.4%
4 Consumer Staples 4.92%
5 Financials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$729K 0.07%
1,993
-6
202
$714K 0.07%
28,423
+10,590
203
$694K 0.06%
6,754
-3,952
204
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6,012
-333
205
$683K 0.06%
3,094
+29
206
$659K 0.06%
11,564
+952
207
$650K 0.06%
24,368
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208
$646K 0.06%
8,443
+484
209
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210
$639K 0.06%
16,403
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211
$636K 0.06%
26,356
+7,000
212
$633K 0.06%
1,630
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213
$631K 0.06%
1,874
-235
214
$620K 0.06%
7,317
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215
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5,605
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216
$612K 0.06%
12,206
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217
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218
$607K 0.06%
6,632
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219
$601K 0.06%
7,310
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220
$586K 0.05%
24,002
-40
221
$573K 0.05%
5,298
+17
222
$572K 0.05%
31,002
+284
223
$561K 0.05%
9,880
224
$560K 0.05%
7,776
+637
225
$554K 0.05%
9,427
+645
7 8
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10 11