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
$1.22B
AUM Growth
+$248M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$33.3M
2
+$10.3M
3
+$9.68M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$9.52M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$6.05M

Top Sells

1
+$973K
2
+$820K
3
+$818K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$651K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$472K

Sector Composition

1 Technology 10.64%
2 Healthcare 4.99%
3 Industrials 4.72%
4 Consumer Staples 4.11%
5 Financials 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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4,955
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252
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253
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254
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257
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260
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17,000
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261
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262
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263
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264
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266
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273
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2,510
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274
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8,222
-5,795
275
$343K 0.03%
13,190
-30
9 10
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12 13