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
$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
251
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