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
301
$284K 0.02%
3,333
+593
302
$283K 0.02%
+4,688
303
$281K 0.02%
1,687
+1
304
$281K 0.02%
6,700
305
$278K 0.02%
+5,430
306
$276K 0.02%
+4,348
307
$276K 0.02%
+11,977
308
$273K 0.02%
2,917
309
$272K 0.02%
2,547
+349
310
$272K 0.02%
+12,479
311
$271K 0.02%
1,569
312
$271K 0.02%
+1,147
313
$270K 0.02%
4,460
+186
314
$270K 0.02%
+5,359
315
$264K 0.02%
4,475
-112
316
$263K 0.02%
3,962
317
$263K 0.02%
3,053
-272
318
$262K 0.02%
6,690
+673
319
$262K 0.02%
+1,957
320
$261K 0.02%
+4,740
321
$260K 0.02%
2,125
+3
322
$260K 0.02%
1,542
-105
323
$259K 0.02%
7,744
324
$259K 0.02%
+559
325
$255K 0.02%
4,332
-591
11 12
13
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