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
76
$2.32M 0.35%
85,425
-72,070
77
$2.26M 0.34%
45,850
-31,050
78
$2.26M 0.34%
+17,234
79
$2.22M 0.34%
86,548
+28,997
80
$2.15M 0.33%
23,535
-42,419
81
$2.14M 0.33%
7,679
+2,333
82
$2.12M 0.32%
74,952
-908
83
$2.1M 0.32%
25,731
+2,126
84
$2.07M 0.32%
50,112
+1,366
85
$1.97M 0.3%
35,911
+1,353
86
$1.95M 0.3%
52,987
+6,659
87
$1.93M 0.29%
+51,006
88
$1.92M 0.29%
26,743
+2,246
89
$1.86M 0.28%
7,518
+586
90
$1.83M 0.28%
70,752
-98,552
91
$1.82M 0.28%
+17,466
92
$1.79M 0.27%
27,146
+4,424
93
$1.78M 0.27%
52,545
+30,995
94
$1.77M 0.27%
53,152
+823
95
$1.74M 0.27%
429,766
-676
96
$1.64M 0.25%
5,321
-13,405
97
$1.57M 0.24%
27,179
+4,524
98
$1.56M 0.24%
+22,122
99
$1.55M 0.24%
27,305
-6,273
100
$1.5M 0.23%
20,117
-42,609
2 3
4
5 6