VWA
Visionary Wealth Advisors Portfolio holdings
AUM
$1.96B
This Quarter Return
+7.21%
1 Year Return
+15.27%
3 Year Return
+55.08%
5 Year Return
+87.77%
10 Year Return
–
AUM
$1.22B
AUM Growth
+$1.22B
(+26%)
Cap. Flow
+$191M
Cap. Flow
% of AUM
15.66%
Top 10 Holdings %
Top 10 Hldgs %
28.73%
Holding
401
New
90
Increased
198
Reduced
85
Closed
16
Top Buys
| 1 |
Apple
AAPL
|
$33.3M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$10.3M |
| 3 |
Schwab International Equity ETF
SCHF
|
$9.68M |
| 4 |
Schwab US Large-Cap Value ETF
SCHV
|
$9.52M |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
$6.05M |
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Criteo
CRTO
$1.21B
| – | – |
-5,825
| Closed | -$213K |
|