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
276
$342K 0.03%
+6,911
277
$341K 0.03%
3,910
+223
278
$338K 0.03%
+3,500
279
$335K 0.03%
1,941
+374
280
$329K 0.03%
15,100
+1,210
281
$329K 0.03%
7,675
+878
282
$327K 0.03%
2,026
+282
283
$326K 0.03%
4,340
-125
284
$325K 0.03%
2,132
+1,225
285
$319K 0.03%
5,815
-200
286
$317K 0.03%
22,410
+1,000
287
$316K 0.03%
2,660
-456
288
$314K 0.03%
5,249
-6,044
289
$312K 0.03%
+1,470
290
$309K 0.03%
+1,223
291
$309K 0.03%
545
-38
292
$301K 0.02%
10,235
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293
$299K 0.02%
5,290
+815
294
$298K 0.02%
13,859
-280
295
$296K 0.02%
2,929
+30
296
$295K 0.02%
569
+2
297
$295K 0.02%
+15,660
298
$288K 0.02%
+1,133
299
$288K 0.02%
3,355
+20
300
$287K 0.02%
1,738
-48
10 11
12
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