We are live on ! Find out more
VWA

Visionary Wealth Advisors Portfolio holdings

AUM $2.26B
1-Year Est. Return 19.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.51%
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
+$6.84M
2
+$4.66M
3
+$4.65M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$4.21M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$3.9M

Top Sells

1
+$6.59M
2
+$5.88M
3
+$5.3M
4
BND icon
Vanguard Total Bond Market
BND
+$4.17M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$4.02M

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
351
– –
-11,803
352
– –
-13,778
353
– –
-4,805
354
– –
-8,936
355
– –
-48,120
356
– –
-29,900
357
– –
-229,626
358
– –
-12,235
359
– –
-4,319
360
– –
-4,043
11 12 13 14
15