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
$995M
AUM Growth
+$44.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$7.22M
2
+$4.73M
3
+$4.67M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$4.36M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$3.92M

Top Sells

1
+$6.6M
2
+$6.03M
3
+$5.49M
4
BND icon
Vanguard Total Bond Market
BND
+$4.2M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$4.12M

Sector Composition

1 Technology 11.46%
2 Industrials 5.51%
3 Healthcare 5.03%
4 Consumer Staples 4.31%
5 Financials 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$279K 0.03%
7,561
+1,960
277
$278K 0.03%
567
+120
278
$278K 0.03%
552
-17
279
$272K 0.03%
2,272
-67
280
$270K 0.03%
4,288
+46
281
$270K 0.03%
4,462
+458
282
$270K 0.03%
3,463
-636
283
$270K 0.03%
+5,084
284
$268K 0.03%
+1,580
285
$266K 0.03%
+3,369
286
$262K 0.03%
937
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287
$261K 0.03%
1,687
-91
288
$259K 0.03%
2,087
-423
289
$257K 0.03%
+3,668
290
$254K 0.03%
4,246
-1,526
291
$252K 0.03%
+4,177
292
$252K 0.03%
+1,150
293
$247K 0.02%
6,167
-571
294
$247K 0.02%
3,095
-370
295
$245K 0.02%
11,550
+700
296
$239K 0.02%
+3,836
297
$238K 0.02%
3,816
+19
298
$237K 0.02%
+2,916
299
$237K 0.02%
3,235
-24
300
$235K 0.02%
+512
10 11
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