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
$1.25B
AUM Growth
+$69.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$6.22M
3
+$5.95M
4
SDSI icon
American Century Short Duration Strategic Income ETF
SDSI
+$5.74M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$5.3M

Top Sells

1
+$8.94M
2
+$8.83M
3
+$6.33M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.57M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.89M

Sector Composition

1 Technology 11.17%
2 Industrials 6.51%
3 Consumer Staples 4.36%
4 Healthcare 4.33%
5 Financials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.05M 0.08%
7,898
-8,932
202
$1.04M 0.08%
51,793
+15,041
203
$1.03M 0.08%
19,359
+11,024
204
$1.01M 0.08%
23,368
-1,026
205
$1.01M 0.08%
2,146
-105
206
$1.01M 0.08%
104,147
+578
207
$1M 0.08%
10,509
+109
208
$991K 0.08%
12,838
-6,112
209
$975K 0.08%
15,522
-38
210
$961K 0.08%
8,704
+854
211
$961K 0.08%
1,965
-27
212
$944K 0.08%
20,116
213
$936K 0.07%
15,917
+102
214
$936K 0.07%
7,857
+219
215
$931K 0.07%
4,550
-189
216
$929K 0.07%
12,521
-11,580
217
$928K 0.07%
17,061
+226
218
$915K 0.07%
20,503
-40,263
219
$910K 0.07%
8,478
+907
220
$909K 0.07%
11,814
-2,222
221
$907K 0.07%
35,748
+3,817
222
$891K 0.07%
+5,862
223
$888K 0.07%
1,580
+12
224
$887K 0.07%
+25,064
225
$880K 0.07%
25,370
+13,722
7 8
9
10 11