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
326
$252K 0.02%
+2,206
327
$251K 0.02%
+3,928
328
$251K 0.02%
14,019
+3,696
329
$250K 0.02%
5,111
+101
330
$249K 0.02%
7,862
+670
331
$249K 0.02%
5,365
-25
332
$247K 0.02%
+14,791
333
$247K 0.02%
+19,600
334
$244K 0.02%
+1,780
335
$244K 0.02%
+7,412
336
$240K 0.02%
7,955
-2,186
337
$239K 0.02%
+5,562
338
$236K 0.02%
+13,300
339
$236K 0.02%
1,649
-10
340
$233K 0.02%
+2,661
341
$232K 0.02%
+3,991
342
$227K 0.02%
+2,689
343
$226K 0.02%
+21,800
344
$225K 0.02%
43,700
-19,700
345
$225K 0.02%
511
-115
346
$225K 0.02%
+2,565
347
$223K 0.02%
+21,300
348
$222K 0.02%
+2,843
349
$221K 0.02%
6,759
+718
350
$218K 0.02%
+2,098
12 13
14
15 16