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
$1.08B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$10.9M
3
+$9.7M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$7.13M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$7.08M

Top Sells

1
+$11.7M
2
+$6.61M
3
+$5.58M
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$4.15M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$3.4M

Sector Composition

1 Technology 9.35%
2 Industrials 6.36%
3 Healthcare 5.4%
4 Consumer Staples 4.92%
5 Financials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.1M 3.8%
107,041
-3,067
2
$36M 3.32%
2,234,032
-1,432
3
$27.5M 2.54%
211,708
+1,254
4
$24.8M 2.29%
1,029,196
+34,448
5
$24.3M 2.25%
1,201,852
-34,038
6
$23.8M 2.19%
1,710,756
-4,232
7
$23.3M 2.15%
163,654
-3,830
8
$23.1M 2.14%
96,456
-76
9
$20.6M 1.9%
135,982
+774
10
$19.6M 1.81%
+241,087
11
$18.3M 1.69%
830,508
-29,478
12
$17M 1.57%
175,056
-23,531
13
$15.8M 1.46%
332,445
+4,726
14
$15.4M 1.42%
101,360
-4,262
15
$13M 1.2%
180,465
-44,264
16
$12.9M 1.19%
84,926
+4,074
17
$12.4M 1.15%
57,977
+225
18
$12M 1.11%
85,636
+10,705
19
$11.9M 1.1%
88,049
+80,291
20
$11.8M 1.09%
229,634
-4,445
21
$11.3M 1.05%
63,173
+1,233
22
$10.8M 1%
98,084
+7,979
23
$10.8M 0.99%
165,676
-18
24
$10.6M 0.98%
448,511
-18,819
25
$9.89M 0.91%
359,215
-45,440
1
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