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
$1.22B
AUM Growth
+$248M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$33.3M
2
+$10.3M
3
+$9.68M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$9.52M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$6.05M

Top Sells

1
+$973K
2
+$820K
3
+$818K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$651K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$472K

Sector Composition

1 Technology 10.64%
2 Healthcare 4.99%
3 Industrials 4.72%
4 Consumer Staples 4.11%
5 Financials 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.9M 0.98%
156,667
+7,357
27
$11.4M 0.94%
141,128
+10,668
28
$11.2M 0.92%
133,841
-424
29
$11.2M 0.91%
70,425
+541
30
$10.8M 0.89%
83,941
+3,073
31
$10.5M 0.86%
62,720
+2,546
32
$9.77M 0.8%
89,331
+26,665
33
$9.04M 0.74%
197,995
+13,754
34
$8.94M 0.73%
81,964
+4,688
35
$8.46M 0.69%
65,510
+11,740
36
$8.35M 0.69%
48,833
+676
37
$8.09M 0.66%
167,724
+2,955
38
$7.6M 0.62%
35,450
+699
39
$7.19M 0.59%
53,647
+4,817
40
$7.05M 0.58%
282,204
-1,240
41
$6.88M 0.56%
174,832
+25,612
42
$6.81M 0.56%
174,326
+58,277
43
$6.76M 0.55%
57,622
+4,057
44
$6.67M 0.55%
49,286
+1,389
45
$6.36M 0.52%
134,254
+58,881
46
$6.29M 0.52%
121,539
+7,626
47
$6.27M 0.51%
94,170
+1,580
48
$6.2M 0.51%
104,749
+6,705
49
$6.18M 0.51%
33,798
+921
50
$6.13M 0.5%
72,347
+45,568
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