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
$531M
AUM Growth
-$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$9.8M
2
+$9.07M
3
+$8.78M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$8.46M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$5.51M

Top Sells

1
+$8.19M
2
+$3.33M
3
+$3.32M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.24M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.62M

Sector Composition

1 Technology 10.31%
2 Consumer Staples 6.08%
3 Healthcare 5.87%
4 Industrials 4.12%
5 Financials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.7M 1.07%
63,344
-9,155
27
$5.63M 1.06%
42,900
+521
28
$5.27M 0.99%
65,954
-2,790
29
$5.03M 0.95%
391,111
-3,376
30
$4.87M 0.92%
46,039
-77,393
31
$4.87M 0.92%
160,997
+21,715
32
$4.83M 0.91%
18,726
-4,373
33
$4.66M 0.88%
143,026
+28,074
34
$4.61M 0.87%
+172,541
35
$4.59M 0.87%
+107,309
36
$4.58M 0.86%
37,069
+3,873
37
$4.39M 0.83%
843,711
+20,100
38
$4.38M 0.83%
+169,304
39
$4.31M 0.81%
53,607
+34,930
40
$4.03M 0.76%
51,446
+6,087
41
$3.95M 0.75%
+72,001
42
$3.94M 0.74%
62,726
+45,468
43
$3.92M 0.74%
+111,201
44
$3.9M 0.73%
157,495
-18,550
45
$3.87M 0.73%
+142,516
46
$3.79M 0.71%
76,900
-39,035
47
$3.73M 0.7%
32,283
+23,936
48
$3.7M 0.7%
167,975
+7,884
49
$3.61M 0.68%
38,623
+2,674
50
$3.46M 0.65%
78,131
+1,388
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