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
301
$234K 0.02%
1,579
-594
302
$232K 0.02%
1,832
-22,479
303
$226K 0.02%
4,205
+70
304
$225K 0.02%
+509
305
$224K 0.02%
+1,671
306
$221K 0.02%
1,154
-24
307
$220K 0.02%
+3,611
308
$220K 0.02%
+4,700
309
$219K 0.02%
+2,198
310
$218K 0.02%
3,024
-667
311
$217K 0.02%
+8,230
312
$217K 0.02%
+3,998
313
$216K 0.02%
+5,941
314
$212K 0.02%
+1,260
315
$208K 0.02%
1,547
-8,287
316
$207K 0.02%
14,515
-6,538
317
$206K 0.02%
+3,480
318
$205K 0.02%
4,031
-8,464
319
$201K 0.02%
+1,619
320
$200K 0.02%
796
-377
321
$200K 0.02%
+15,100
322
$189K 0.02%
18,500
+3,100
323
$163K 0.02%
+15,617
324
$161K 0.02%
10,633
325
$119K 0.01%
+11,148
11 12
13
14 15