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
51
$4.89M 0.49%
225,002
+5,881
52
$4.67M 0.47%
32,673
+683
53
$4.47M 0.45%
93,720
-890
54
$4.45M 0.45%
93,353
+1,804
55
$4.44M 0.45%
79,197
+382
56
$4.36M 0.44%
+40,735
57
$4.28M 0.43%
40,813
-251
58
$4.26M 0.43%
81,039
+1,177
59
$4.17M 0.42%
82,810
+1,664
60
$4.16M 0.42%
37,213
+863
61
$4.12M 0.41%
17,013
-735
62
$3.96M 0.4%
68,156
+135
63
$3.95M 0.4%
16,212
-475
64
$3.84M 0.39%
10,139
+1,101
65
$3.81M 0.38%
62,110
-22,736
66
$3.8M 0.38%
74,139
+3,032
67
$3.79M 0.38%
30,971
+2,856
68
$3.7M 0.37%
24,621
+610
69
$3.68M 0.37%
65,528
+1,729
70
$3.62M 0.36%
27,917
+586
71
$3.59M 0.36%
48,840
+1,972
72
$3.59M 0.36%
15,530
+90
73
$3.56M 0.36%
59,184
+7,386
74
$3.54M 0.36%
58,416
+1,214
75
$3.32M 0.33%
39,778
+169
1 2
3
4 5