VWA

Visionary Wealth Advisors Portfolio holdings

AUM $2.14B
1-Year Est. Return 16.9%
This Quarter Est. Return
1 Year Est. Return
+16.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24B
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$15.3M
3
+$15M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$10.6M
5
VB icon
Vanguard Small-Cap ETF
VB
+$10.1M

Top Sells

1
+$18.7M
2
+$16.7M
3
+$12.4M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$11.4M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$7.11M

Sector Composition

1 Technology 9.94%
2 Healthcare 5.05%
3 Industrials 5.03%
4 Consumer Staples 4.02%
5 Financials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$75K 0.01%
+13,700
427
$61K ﹤0.01%
585
-60
428
$57K ﹤0.01%
10,000
429
$49K ﹤0.01%
15,000
430
$43K ﹤0.01%
32,060
+1,000
431
$26K ﹤0.01%
10,994
432
$23K ﹤0.01%
575
+25
433
$21K ﹤0.01%
16,000
434
$16K ﹤0.01%
10,000
435
$16K ﹤0.01%
1,350
+100
436
$14K ﹤0.01%
+505
437
$14K ﹤0.01%
22,500
438
$12K ﹤0.01%
+10,600
439
– –
-1,510
440
– –
-1,092
441
– –
-9,526
442
– –
-4,460
443
– –
-13,463
444
– –
-1,780
445
– –
-32,885
446
– –
-2,866
447
– –
-3,500
448
– –
-511
449
– –
-7,862
450
– –
-27,432
15 16 17
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