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
$1.23B
AUM Growth
-$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$4.46M
3
+$3.66M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3M
5
LGOV icon
First Trust Long Duration Opportunities ETF
LGOV
+$2.92M

Top Sells

1
+$3.97M
2
+$2.57M
3
+$1.81M
4
XOM icon
Exxon Mobil
XOM
+$1.78M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.68M

Sector Composition

1 Technology 10.65%
2 Industrials 6.31%
3 Healthcare 4.42%
4 Consumer Staples 4.18%
5 Financials 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.8M 3.22%
92,643
-617
2
$36.9M 2.99%
2,171,842
+6,438
3
$35.4M 2.87%
206,683
-4,313
4
$29.4M 2.38%
156,930
-3,614
5
$28.6M 2.32%
90,581
-1,466
6
$25.7M 2.08%
1,076,527
+71,503
7
$22.7M 1.84%
1,249,816
-67,184
8
$21.8M 1.77%
1,053,974
-71,430
9
$21.1M 1.71%
278,306
+39,590
10
$19.9M 1.61%
136,329
+114
11
$18.6M 1.51%
197,583
-10,568
12
$18.1M 1.47%
336,651
-3,904
13
$16M 1.3%
229,260
+6,500
14
$16M 1.29%
365,177
+17,406
15
$15.8M 1.28%
101,986
-68
16
$15.3M 1.24%
57,425
-711
17
$14.9M 1.21%
693,075
-39,804
18
$12.6M 1.02%
91,081
+1,596
19
$12.1M 0.98%
79,827
-4,111
20
$11.9M 0.97%
309,303
+3,380
21
$11.3M 0.91%
246,812
-946
22
$10.8M 0.88%
64,263
+535
23
$10.7M 0.87%
91,005
-15,157
24
$10.5M 0.85%
1,072,249
+7,070
25
$9.39M 0.76%
223,220
-30,505
1
2 3 4 5