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
$1.53B
AUM Growth
+$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$4.25M
3
+$3.39M
4
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$3.3M
5
MSFT icon
Microsoft
MSFT
+$3.23M

Top Sells

1
+$5.98M
2
+$3.64M
3
+$3.56M
4
USB icon
US Bancorp
USB
+$3.52M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$2.93M

Sector Composition

1 Technology 12.46%
2 Industrials 5.86%
3 Consumer Staples 4.28%
4 Financials 3.69%
5 Healthcare 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.6M 3.17%
88,721
+210
2
$46.8M 3.06%
222,236
+16,073
3
$41.8M 2.73%
93,425
+7,218
4
$39.2M 2.56%
2,041,500
-166
5
$34.5M 2.25%
1,367,024
-71,328
6
$33.8M 2.21%
133,041
-1,302
7
$26.4M 1.73%
420,131
+27,276
8
$24.4M 1.6%
282,184
-6,651
9
$22.4M 1.46%
230,262
+3,344
10
$21.7M 1.42%
131,314
-1,214
11
$20.2M 1.32%
55,540
-287
12
$19.8M 1.3%
811,854
-119,724
13
$19.1M 1.25%
265,144
-11,181
14
$17.9M 1.17%
431,888
+10,847
15
$17.2M 1.12%
75,907
+1,936
16
$17.2M 1.12%
723,492
-66,454
17
$17.1M 1.12%
359,460
+8,744
18
$15.8M 1.03%
334,678
+5,402
19
$14.8M 0.97%
318,877
+34,046
20
$14.4M 0.94%
276,453
-2,100
21
$13.5M 0.88%
312,807
-28,383
22
$12.9M 0.84%
80,410
+1,100
23
$12.8M 0.84%
63,194
-109
24
$12.4M 0.81%
68,167
-1,756
25
$12.3M 0.8%
236,432
+71
1
2 3 4 5