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
51
$6.05M 0.5%
+224,466
52
$6.01M 0.49%
182,311
+15,263
53
$5.72M 0.47%
70,662
-1,573
54
$5.54M 0.45%
17,281
-1,291
55
$5.54M 0.45%
498,670
-8,905
56
$5.45M 0.45%
901,535
+9,150
57
$5.39M 0.44%
+35,881
58
$5.26M 0.43%
49,725
+1,326
59
$5.07M 0.42%
+30,420
60
$5.01M 0.41%
81,815
+1,113
61
$4.98M 0.41%
11,414
+257
62
$4.94M 0.41%
94,693
+7,367
63
$4.84M 0.4%
87,154
+1,266
64
$4.77M 0.39%
100,666
+7,374
65
$4.64M 0.38%
249,542
+14,539
66
$4.56M 0.37%
25,781
+1,110
67
$4.56M 0.37%
38,979
+2,366
68
$4.54M 0.37%
87,400
+5,525
69
$4.5M 0.37%
17,028
-41
70
$4.36M 0.36%
12,271
+1,389
71
$4.33M 0.36%
63,187
+4,190
72
$4.27M 0.35%
15,929
+360
73
$4.23M 0.35%
+18,783
74
$4.21M 0.34%
+72,392
75
$4.2M 0.34%
81,491
+9,724
1 2
3
4 5