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
$995M
AUM Growth
+$44.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$7.22M
2
+$4.73M
3
+$4.67M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$4.36M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$3.92M

Top Sells

1
+$6.6M
2
+$6.03M
3
+$5.49M
4
BND icon
Vanguard Total Bond Market
BND
+$4.2M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$4.12M

Sector Composition

1 Technology 11.46%
2 Industrials 5.51%
3 Healthcare 5.03%
4 Consumer Staples 4.31%
5 Financials 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.8M 1.09%
69,597
+2,715
27
$9.86M 0.99%
135,524
+38,819
28
$9.34M 0.94%
63,249
-2,143
29
$9.08M 0.91%
110,562
+45,897
30
$9.01M 0.91%
121,711
-263
31
$8.4M 0.84%
74,740
-2,585
32
$8.11M 0.81%
51,103
+3,385
33
$8.11M 0.81%
49,207
+1,905
34
$7.56M 0.76%
160,779
+3,090
35
$7.53M 0.76%
36,209
-59
36
$7.3M 0.73%
871,685
+9,450
37
$7.03M 0.71%
73,058
-433
38
$6.65M 0.67%
48,752
-1,461
39
$5.69M 0.57%
51,258
+26,268
40
$5.62M 0.56%
19,577
+79
41
$5.56M 0.56%
494,425
+17,550
42
$5.47M 0.55%
74,275
-2,328
43
$5.44M 0.55%
165,250
-7,977
44
$5.33M 0.54%
47,304
+141
45
$5.24M 0.53%
96,897
-1,489
46
$5.19M 0.52%
99,167
+34,093
47
$5.17M 0.52%
31,247
-2,055
48
$5.15M 0.52%
283,444
-300
49
$5.13M 0.52%
29,800
+4,140
50
$4.92M 0.49%
78,053
+1,216
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