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
$1.18B
AUM Growth
+$96.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$9.02M
2
+$7.94M
3
+$6.75M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$4.86M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$3.28M

Top Sells

1
+$9.03M
2
+$6.65M
3
+$5.72M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.85M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$4.84M

Sector Composition

1 Technology 10.72%
2 Industrials 6.43%
3 Healthcare 4.55%
4 Consumer Staples 4.55%
5 Energy 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$942K 0.08%
25,201
+1,940
202
$933K 0.08%
+18,197
203
$928K 0.08%
+18,472
204
$909K 0.08%
+23,918
205
$907K 0.08%
20,116
-640
206
$900K 0.08%
16,835
+4,629
207
$896K 0.08%
17,710
-263
208
$868K 0.07%
3,791
-117
209
$867K 0.07%
7,850
+2,245
210
$865K 0.07%
7,595
-2,661
211
$840K 0.07%
54,132
-68,116
212
$824K 0.07%
31,931
+3,508
213
$819K 0.07%
30,090
-9,186
214
$810K 0.07%
31,006
+20,806
215
$809K 0.07%
11,365
216
$804K 0.07%
32,709
+8,707
217
$791K 0.07%
8,129
+4,357
218
$790K 0.07%
21,173
+15,436
219
$787K 0.07%
9,111
-2,260
220
$785K 0.07%
17,147
+11,761
221
$782K 0.07%
15,948
-420
222
$781K 0.07%
33,228
-10,842
223
$776K 0.07%
4,235
+1,974
224
$773K 0.07%
2,251
+258
225
$768K 0.07%
1,992
+118
7 8
9
10 11