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
$1.25B
AUM Growth
+$69.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$6.22M
3
+$5.95M
4
SDSI icon
American Century Short Duration Strategic Income ETF
SDSI
+$5.74M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$5.3M

Top Sells

1
+$8.94M
2
+$8.83M
3
+$6.33M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.57M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.89M

Sector Composition

1 Technology 11.17%
2 Industrials 6.51%
3 Consumer Staples 4.36%
4 Healthcare 4.33%
5 Financials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.6M 3.33%
93,260
-1,993
2
$40.9M 3.28%
210,996
-3,601
3
$38.6M 3.09%
2,165,404
-193,484
4
$31.5M 2.52%
160,544
-2,057
5
$31.3M 2.51%
92,047
-4,842
6
$24.7M 1.98%
1,317,000
-207,352
7
$24.6M 1.97%
1,125,404
-89,016
8
$24.3M 1.94%
1,005,024
+113,860
9
$20.7M 1.65%
136,215
+1,393
10
$20.4M 1.63%
208,151
-46,629
11
$19M 1.52%
238,716
+74,597
12
$17.6M 1.41%
340,555
+5,494
13
$16.6M 1.33%
102,054
-819
14
$16.4M 1.31%
732,879
-111,456
15
$16.2M 1.3%
222,760
+21,395
16
$16.1M 1.29%
347,771
+14,134
17
$16M 1.28%
58,136
+225
18
$13.2M 1.06%
83,938
-215
19
$12.7M 1.02%
89,485
-2,522
20
$11.5M 0.92%
247,758
-1,187
21
$11.4M 0.91%
106,162
+2,353
22
$11.3M 0.9%
81,494
+5,033
23
$11.2M 0.9%
+253,725
24
$11M 0.88%
127,020
-1,880
25
$10.1M 0.81%
305,923
-455
1
2 3 4 5