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
$657M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$5.64M
3
+$5.33M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.24M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$5.23M

Top Sells

1
+$8.59M
2
+$5.2M
3
+$4.87M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$4.86M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$4.4M

Sector Composition

1 Technology 11.82%
2 Healthcare 5.62%
3 Consumer Staples 5.28%
4 Industrials 4.6%
5 Financials 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.03M 1.07%
251,117
+47,052
27
$6.28M 0.96%
157,314
+528
28
$6.23M 0.95%
67,645
+64,208
29
$6.21M 0.95%
99,909
-45,639
30
$6.18M 0.94%
64,484
+58,845
31
$6.18M 0.94%
65,729
+2,385
32
$6.15M 0.94%
43,726
+826
33
$6.08M 0.93%
346,929
+298,365
34
$6M 0.91%
855,535
+11,824
35
$5.89M 0.9%
97,080
+39,256
36
$5.41M 0.82%
55,989
+4,543
37
$4.69M 0.71%
75,631
+8,828
38
$4.57M 0.7%
41,097
+2,474
39
$4.27M 0.65%
43,515
+1,859
40
$4.22M 0.64%
184,820
+16,845
41
$3.85M 0.59%
+20,601
42
$3.77M 0.57%
131,295
+13,039
43
$3.71M 0.57%
83,037
+4,906
44
$3.65M 0.56%
66,250
+5,287
45
$3.57M 0.54%
12,581
+201
46
$3.55M 0.54%
38,967
+3,107
47
$3.49M 0.53%
+38,173
48
$3.46M 0.53%
109,620
-540
49
$3.36M 0.51%
14,253
+1,415
50
$3.36M 0.51%
+91,956
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