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
51
$3.86M 0.54%
42,180
+4,007
52
$3.6M 0.51%
16,386
+351
53
$3.49M 0.49%
37,934
-1,868
54
$3.42M 0.48%
39,843
+1,842
55
$3.41M 0.48%
65,794
+10,883
56
$3.32M 0.47%
93,154
-5,502
57
$3.28M 0.46%
89,143
-2,813
58
$3.21M 0.45%
+27,196
59
$3.19M 0.45%
80,148
-2,911
60
$3.18M 0.45%
82,348
+5,993
61
$3.1M 0.44%
147,010
+120
62
$3.03M 0.43%
38,353
+2,594
63
$2.95M 0.42%
25,525
+1,570
64
$2.94M 0.41%
249,894
+19,800
65
$2.9M 0.41%
34,571
+8,840
66
$2.85M 0.4%
54,667
+10
67
$2.85M 0.4%
+101,771
68
$2.81M 0.4%
51,886
+47,412
69
$2.79M 0.39%
38,753
+3,783
70
$2.74M 0.39%
76,374
+15,992
71
$2.72M 0.38%
75,215
+263
72
$2.7M 0.38%
78,588
+13,773
73
$2.5M 0.35%
16,927
-307
74
$2.49M 0.35%
105,849
+19,301
75
$2.44M 0.34%
50,381
-27
1 2
3
4 5