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
351
$217K 0.02%
+3,801
352
$216K 0.02%
6,280
-100
353
$213K 0.02%
+9,609
354
$213K 0.02%
+1,278
355
$212K 0.02%
+1,853
356
$206K 0.02%
+1,510
357
$206K 0.02%
+2,866
358
$205K 0.02%
+9,928
359
$202K 0.02%
+1,713
360
$188K 0.02%
10,349
+64
361
$180K 0.01%
+11,358
362
$174K 0.01%
15,982
+85
363
$169K 0.01%
+13,454
364
$165K 0.01%
10,947
+189
365
$153K 0.01%
+24,797
366
$148K 0.01%
1,114
-103
367
$136K 0.01%
+10,540
368
$127K 0.01%
+12,380
369
$121K 0.01%
+11,750
370
$108K 0.01%
13,130
+32
371
$105K 0.01%
10,409
+325
372
$100K 0.01%
10,100
-2,800
373
$93K 0.01%
+4,148
374
$66K 0.01%
645
-50
375
$61K 0.01%
13,500
-1,000
13 14
15
16 17