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
51
$3.27M 0.62%
60,963
+6,110
52
$3.18M 0.6%
66,803
+8,691
53
$3.17M 0.6%
41,656
+2,632
54
$3.12M 0.59%
57,824
+5,316
55
$3.12M 0.59%
358,607
+450
56
$2.99M 0.56%
118,256
+11,035
57
$2.93M 0.55%
12,380
-13,701
58
$2.91M 0.55%
58,302
+9,124
59
$2.89M 0.54%
53,414
+748
60
$2.83M 0.53%
+172,688
61
$2.82M 0.53%
47,591
-1,154
62
$2.69M 0.51%
69,706
+10,001
63
$2.69M 0.51%
168,550
+9,350
64
$2.62M 0.49%
23,634
+2,443
65
$2.61M 0.49%
110,160
+63,780
66
$2.6M 0.49%
12,838
+354
67
$2.55M 0.48%
15,407
-4,188
68
$2.46M 0.46%
34,045
+1,822
69
$2.43M 0.46%
35,860
+3,888
70
$2.41M 0.45%
33,247
+14,285
71
$2.4M 0.45%
51,167
-70,974
72
$2.28M 0.43%
47,473
+5,588
73
$2.25M 0.42%
34,162
+18,719
74
$2.13M 0.4%
51,528
+4,024
75
$2.07M 0.39%
+50,768
1 2
3
4 5