VWA

Visionary Wealth Advisors Portfolio holdings

AUM $2.14B
1-Year Est. Return 16.9%
This Quarter Est. Return
1 Year Est. Return
+16.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$657M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$5.64M
3
+$5.33M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.24M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$5.23M

Top Sells

1
+$8.59M
2
+$5.2M
3
+$4.87M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$4.86M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$4.4M

Sector Composition

1 Technology 11.82%
2 Healthcare 5.62%
3 Consumer Staples 5.28%
4 Industrials 4.6%
5 Financials 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$159K 0.02%
11,085
+365
227
$103K 0.02%
12,090
-500
228
$100K 0.02%
38,500
-1,500
229
$75K 0.01%
10,504
-1,953
230
$47K 0.01%
+10,000
231
– –
-181
232
– –
-12,535
233
– –
-6,582
234
– –
-5,036
235
– –
-5,436
236
– –
-4,988
237
– –
-9,796
238
– –
-172,688
239
– –
-142,516
240
– –
-18,356
241
– –
-46,039
6 7 8 9
10