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
76
$3.31M 0.33%
25,888
+2,284
77
$3.18M 0.32%
82,430
-16,405
78
$3.11M 0.31%
8,775
+367
79
$3.11M 0.31%
120,190
+23,313
80
$3.04M 0.31%
82,781
+36,247
81
$3.02M 0.3%
10,883
+972
82
$2.96M 0.3%
33,596
-1,849
83
$2.89M 0.29%
7,337
-15,322
84
$2.79M 0.28%
52,249
-456
85
$2.79M 0.28%
48,989
-919
86
$2.78M 0.28%
+52,208
87
$2.78M 0.28%
82,455
+5,018
88
$2.7M 0.27%
511,576
+8,600
89
$2.63M 0.26%
54,260
+5,694
90
$2.63M 0.26%
26,670
+4,164
91
$2.62M 0.26%
47,449
+8,905
92
$2.62M 0.26%
30,466
+178
93
$2.51M 0.25%
68,155
+8,553
94
$2.5M 0.25%
44,601
-2,290
95
$2.47M 0.25%
14,243
+2,654
96
$2.42M 0.24%
48,912
+2,117
97
$2.41M 0.24%
70,421
-1,157
98
$2.36M 0.24%
21,998
-2,425
99
$2.32M 0.23%
10,118
-6,333
100
$2.19M 0.22%
45,250
-100
2 3
4
5 6