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
$710M
AUM Growth
+$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$7.1M
3
+$6.93M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$5.37M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$3.96M

Top Sells

1
+$18.9M
2
+$7.06M
3
+$4.84M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$3.98M
5
AMGN icon
Amgen
AMGN
+$3.36M

Sector Composition

1 Technology 8.9%
2 Consumer Staples 5.66%
3 Industrials 4.86%
4 Healthcare 4.85%
5 Communication Services 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$233K 0.03%
924
-21
227
$231K 0.03%
+410
228
$222K 0.03%
4,373
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229
$221K 0.03%
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+50
230
$221K 0.03%
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231
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+1,756
232
$219K 0.03%
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233
$219K 0.03%
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234
$218K 0.03%
+3,796
235
$217K 0.03%
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-170
236
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237
$213K 0.03%
+6,705
238
$210K 0.03%
4,184
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239
$210K 0.03%
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240
$208K 0.03%
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241
$208K 0.03%
+1,554
242
$204K 0.03%
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243
$204K 0.03%
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244
$202K 0.03%
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245
$200K 0.03%
+1,425
246
$188K 0.03%
6,055
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247
$161K 0.02%
22,675
-2,317
248
$149K 0.02%
22,310
-9,711
249
$95K 0.01%
13,090
+1,000
250
$70K 0.01%
12,996
+2,492
7 8 9
10
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