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
$1.24B
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$15.3M
3
+$15M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$10.6M
5
VB icon
Vanguard Small-Cap ETF
VB
+$10.1M

Top Sells

1
+$18.7M
2
+$16.7M
3
+$12.4M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$11.4M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$7.11M

Sector Composition

1 Technology 9.94%
2 Healthcare 5.05%
3 Industrials 5.03%
4 Consumer Staples 4.02%
5 Financials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49.8M 4.01%
109,753
+33,108
2
$42.3M 3.41%
2,306,502
-53,804
3
$39.8M 3.2%
2,128,740
-999,268
4
$33.2M 2.67%
190,368
+2,762
5
$31.3M 2.51%
291,856
+28,155
6
$30.1M 2.42%
97,640
+3,902
7
$29.2M 2.35%
1,225,902
-298,794
8
$28.2M 2.27%
132,593
+47,713
9
$27M 2.17%
1,138,888
+234,032
10
$23.3M 1.87%
176,763
-613
11
$22.4M 1.8%
281,138
+275,565
12
$20.8M 1.67%
136,197
-1,798
13
$17.9M 1.44%
110,589
-6
14
$17.4M 1.4%
662,337
-18,327
15
$16.8M 1.35%
301,563
+12,542
16
$16.2M 1.3%
312,650
+7,021
17
$15.6M 1.25%
314,100
+60,557
18
$15.3M 1.23%
+601,090
19
$15M 1.21%
147,829
+58,498
20
$14.6M 1.18%
52,696
+5,380
21
$14.1M 1.13%
59,152
-4,413
22
$12.7M 1.02%
314,187
+1,255
23
$12.6M 1.01%
452,323
-46,211
24
$12.6M 1.01%
30,136
+25,397
25
$12.1M 0.97%
162,100
+5,433
1
2 3 4 5