VWA
Visionary Wealth Advisors Portfolio holdings
AUM
$1.96B
1-Year Return
15.27%
This Quarter Return
+5.16%
1 Year Return
+15.27%
3 Year Return
+55.08%
5 Year Return
+87.77%
10 Year Return
–
AUM
$1.25B
AUM Growth
+$69.2M
(+5.9%)
Cap. Flow
+$19M
Cap. Flow
% of AUM
1.52%
Top 10 Holdings %
Top 10 Hldgs %
23.9%
Holding
489
New
33
Increased
187
Reduced
210
Closed
27
Top Buys
Top Sells
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$8.94M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$8.83M |
| 3 |
iShares BB Rated Corporate Bond ETF
HYBB
|
+$6.33M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$4.57M |
| 5 |
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% |
