VWA

Visionary Wealth Advisors Portfolio holdings

AUM $2.14B
1-Year Est. Return 16.9%
This Quarter Est. Return
1 Year Est. Return
+16.9%
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
326
$105K 0.01%
+10,325
327
$86K 0.01%
+910
328
$63K 0.01%
815
+100
329
$59K 0.01%
10,000
330
$51K 0.01%
+1,169
331
$32K ﹤0.01%
+2,825
332
$20K ﹤0.01%
483
+83
333
– –
-12,326
334
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-29,297
335
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-4,805
336
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-8,936
337
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-8,020
338
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-29,900
339
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-229,626
340
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-9,260
341
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-4,043
342
– –
-7,850
343
– –
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344
– –
-12,805
345
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-1,616
346
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347
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-71,507
348
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-9,911
349
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-17,099
350
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-33,941
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