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
$1.18B
AUM Growth
+$96.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$9.02M
2
+$7.94M
3
+$6.75M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$4.86M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$3.28M

Top Sells

1
+$9.03M
2
+$6.65M
3
+$5.72M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.85M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$4.84M

Sector Composition

1 Technology 10.72%
2 Industrials 6.43%
3 Healthcare 4.55%
4 Consumer Staples 4.55%
5 Energy 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41M 3.48%
2,358,888
+124,856
2
$39.2M 3.32%
95,253
-11,788
3
$35.4M 3%
214,597
+2,889
4
$27.9M 2.37%
96,889
+433
5
$27.1M 2.3%
162,601
-1,053
6
$25.5M 2.16%
1,214,420
+12,568
7
$25.4M 2.15%
254,780
+79,724
8
$24.8M 2.1%
1,524,352
-186,404
9
$21.6M 1.83%
891,164
-138,032
10
$20M 1.7%
134,822
-1,160
11
$18.5M 1.56%
844,335
+13,827
12
$17.5M 1.48%
335,061
+2,616
13
$15.8M 1.34%
102,873
+1,513
14
$15.1M 1.28%
333,637
+149,415
15
$14.9M 1.26%
201,365
+20,900
16
$14.1M 1.2%
57,911
-66
17
$12.8M 1.09%
84,153
-773
18
$12.7M 1.08%
92,007
+6,371
19
$12.1M 1.03%
164,119
-1,557
20
$11.4M 0.96%
103,809
+5,725
21
$11.1M 0.94%
248,945
+28,322
22
$10.8M 0.91%
131,181
-109,906
23
$10.7M 0.91%
437,764
-10,747
24
$10.5M 0.89%
279,229
-4,175
25
$10.4M 0.88%
306,378
-1,735
1
2 3 4 5