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
326
$105K 0.01%
+10,325
327
$86K 0.01%
+910
328
$63K 0.01%
16,300
+1,995
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
– –
-71,507
334
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-33,941
335
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-24,395
336
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-8,750
337
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-3,177
338
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-1,076
339
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-15,574
340
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341
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-4,043
342
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-7,850
343
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344
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-12,805
345
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-1,616
346
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-12,326
347
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-29,297
348
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-46,313
349
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-11,952
350
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-11,803
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