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
76
$2.36M 0.33%
40,488
+501
77
$2.31M 0.33%
80,965
-4,460
78
$2.26M 0.32%
8,137
+619
79
$2.26M 0.32%
44,629
-7,611
80
$2.2M 0.31%
61,149
+8,604
81
$2.19M 0.31%
7,031
-648
82
$2.12M 0.3%
50,890
+778
83
$2.11M 0.3%
22,814
-721
84
$2.1M 0.3%
36,201
+290
85
$2.05M 0.29%
53,514
+362
86
$2.03M 0.29%
45,700
-150
87
$2.01M 0.28%
56,181
+3,194
88
$1.93M 0.27%
17,757
+291
89
$1.93M 0.27%
28,361
+1,215
90
$1.89M 0.27%
437,106
+7,340
91
$1.74M 0.25%
5,208
-113
92
$1.64M 0.23%
30,625
+4,393
93
$1.64M 0.23%
+12,971
94
$1.58M 0.22%
10,573
+8,174
95
$1.58M 0.22%
21,901
+438
96
$1.57M 0.22%
85,149
-261,780
97
$1.55M 0.22%
51,641
+635
98
$1.54M 0.22%
29,708
+2,965
99
$1.52M 0.21%
27,861
+2,785
100
$1.46M 0.21%
20,701
-1,421
2 3
4
5 6