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
$710M
AUM Growth
+$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$7.1M
3
+$6.93M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$5.37M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$3.96M

Top Sells

1
+$18.9M
2
+$7.06M
3
+$4.84M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$3.98M
5
AMGN icon
Amgen
AMGN
+$3.36M

Sector Composition

1 Technology 8.9%
2 Consumer Staples 5.66%
3 Industrials 4.86%
4 Healthcare 4.85%
5 Communication Services 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.52M 1.06%
432,246
-229,050
27
$7.33M 1.03%
157,212
-102
28
$6.93M 0.98%
+127,018
29
$6.68M 0.94%
44,876
+1,150
30
$6.67M 0.94%
64,259
-225
31
$6.59M 0.93%
68,458
+2,729
32
$6.57M 0.93%
66,053
-1,592
33
$6.4M 0.9%
38,400
-2,697
34
$6.13M 0.86%
219,198
-31,919
35
$5.68M 0.8%
53,962
-2,027
36
$5.51M 0.78%
88,819
-11,090
37
$5.46M 0.77%
85,596
-11,484
38
$5.21M 0.73%
79,487
+3,856
39
$5.12M 0.72%
866,935
+11,400
40
$5.07M 0.71%
170,358
+39,063
41
$4.38M 0.62%
37,257
-1,710
42
$4.34M 0.61%
14,099
+1,518
43
$4.32M 0.61%
200,394
+15,574
44
$4.25M 0.6%
86,085
+3,048
45
$4.18M 0.59%
20,049
-552
46
$4.14M 0.58%
49,981
+34,705
47
$4.13M 0.58%
69,334
+3,084
48
$4.11M 0.58%
112,860
+3,240
49
$3.95M 0.56%
45,107
+1,592
50
$3.91M 0.55%
402,327
+38,970
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