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
51
$3.29M 0.5%
54,911
+1,497
52
$3.27M 0.5%
+39,802
53
$3.24M 0.49%
23,460
+3,640
54
$3.17M 0.48%
+98,656
55
$3.12M 0.48%
83,059
-59,967
56
$3.12M 0.48%
34,970
+1,723
57
$3.11M 0.47%
57,849
-49,460
58
$3M 0.46%
76,355
+6,649
59
$2.96M 0.45%
16,035
+628
60
$2.92M 0.45%
146,890
-21,660
61
$2.9M 0.44%
35,759
+1,714
62
$2.9M 0.44%
64,815
+11,914
63
$2.89M 0.44%
363,357
+4,750
64
$2.8M 0.43%
38,001
+3,839
65
$2.69M 0.41%
230,094
+6,350
66
$2.69M 0.41%
100,242
-72,299
67
$2.68M 0.41%
62,862
-48,339
68
$2.66M 0.4%
50,926
+3,453
69
$2.64M 0.4%
52,240
-6,062
70
$2.63M 0.4%
53,504
+2,736
71
$2.6M 0.4%
39,987
-7,604
72
$2.56M 0.39%
60,382
+48,149
73
$2.55M 0.39%
+54,657
74
$2.54M 0.39%
23,955
+321
75
$2.34M 0.36%
50,408
-1,120
1 2
3
4 5