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
$1.53B
AUM Growth
+$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$4.25M
3
+$3.39M
4
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$3.3M
5
MSFT icon
Microsoft
MSFT
+$3.23M

Top Sells

1
+$5.98M
2
+$3.64M
3
+$3.56M
4
USB icon
US Bancorp
USB
+$3.52M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$2.93M

Sector Composition

1 Technology 12.46%
2 Industrials 5.86%
3 Consumer Staples 4.28%
4 Financials 3.69%
5 Healthcare 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.5M 0.1%
16,391
-39,634
202
$1.48M 0.1%
26,188
+13,439
203
$1.48M 0.1%
17,550
-16,295
204
$1.47M 0.1%
13,007
-431
205
$1.46M 0.1%
65,117
+26,276
206
$1.45M 0.09%
50,167
+3,213
207
$1.44M 0.09%
64,571
+1,541
208
$1.44M 0.09%
42,061
+28,616
209
$1.44M 0.09%
5,741
+1,057
210
$1.43M 0.09%
13,645
+77
211
$1.39M 0.09%
27,162
+17,638
212
$1.38M 0.09%
45,362
+9,762
213
$1.38M 0.09%
21,228
-29
214
$1.37M 0.09%
16,783
-11,469
215
$1.36M 0.09%
9,213
-10,045
216
$1.36M 0.09%
23,171
+910
217
$1.36M 0.09%
58,503
218
$1.33M 0.09%
19,524
-794
219
$1.32M 0.09%
5,023
+300
220
$1.31M 0.09%
93,587
+53
221
$1.31M 0.09%
52,382
+2,262
222
$1.3M 0.09%
1,653
+74
223
$1.28M 0.08%
5,031
+133
224
$1.25M 0.08%
17,136
-7,245
225
$1.22M 0.08%
19,361
+411
7 8
9
10 11