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
76
$2.01M 0.38%
52,901
-3,498
77
$1.94M 0.37%
48,746
+1,918
78
$1.93M 0.36%
19,820
+1,280
79
$1.83M 0.34%
75,860
-375
80
$1.82M 0.34%
23,605
+1,722
81
$1.7M 0.32%
223,744
+56,520
82
$1.65M 0.31%
57,551
+8,505
83
$1.64M 0.31%
34,558
+793
84
$1.6M 0.3%
46,328
+5,391
85
$1.57M 0.3%
10,600
+5,746
86
$1.55M 0.29%
+33,578
87
$1.54M 0.29%
52,329
-3,784
88
$1.5M 0.28%
430,442
+358
89
$1.46M 0.27%
18,356
-5,591
90
$1.44M 0.27%
43,039
+9,977
91
$1.41M 0.27%
22,722
+1,481
92
$1.34M 0.25%
7,306
+850
93
$1.32M 0.25%
6,932
-628
94
$1.31M 0.25%
24,497
+19,001
95
$1.13M 0.21%
5,346
+2,379
96
$1.09M 0.21%
22,655
+1,137
97
$1.03M 0.19%
10,647
+1,423
98
$1.01M 0.19%
12,617
+2,163
99
$1M 0.19%
23,287
+4,466
100
$958K 0.18%
9,585
-102
2 3
4
5 6