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
$1.23B
AUM Growth
-$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$4.46M
3
+$3.66M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3M
5
LGOV icon
First Trust Long Duration Opportunities ETF
LGOV
+$2.92M

Top Sells

1
+$3.97M
2
+$2.57M
3
+$1.81M
4
XOM icon
Exxon Mobil
XOM
+$1.78M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.68M

Sector Composition

1 Technology 10.65%
2 Industrials 6.31%
3 Healthcare 4.42%
4 Consumer Staples 4.18%
5 Financials 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.06M 0.09%
29,143
-605
202
$1.06M 0.09%
53,231
-6,701
203
$1.04M 0.08%
4,508
-257
204
$1.04M 0.08%
9,378
+674
205
$1.03M 0.08%
38,397
-975
206
$1.03M 0.08%
10,584
-698
207
$1.03M 0.08%
50,946
-847
208
$1.02M 0.08%
15,674
-243
209
$1M 0.08%
6,807
+945
210
$1M 0.08%
25,819
-453
211
$1,000K 0.08%
41,078
+5,330
212
$990K 0.08%
1,942
-23
213
$981K 0.08%
9,672
+1,194
214
$979K 0.08%
1,823
-323
215
$964K 0.08%
7,486
-412
216
$948K 0.08%
22,976
-392
217
$933K 0.08%
17,984
+923
218
$925K 0.07%
107,906
+3,759
219
$924K 0.07%
10,709
+200
220
$923K 0.07%
4,535
-15
221
$915K 0.07%
38,113
+2,290
222
$914K 0.07%
36,946
+2,279
223
$903K 0.07%
15,956
+2,010
224
$895K 0.07%
8,445
+588
225
$879K 0.07%
1,572
-8
7 8
9
10 11