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
76
$4.14M 0.34%
24,224
-2,031
77
$4.14M 0.34%
57,085
+2,837
78
$4.13M 0.34%
10,394
+365
79
$4.13M 0.34%
30,414
+2,473
80
$4.11M 0.34%
52,295
+2,575
81
$3.98M 0.33%
38,618
+817
82
$3.78M 0.31%
+32,885
83
$3.71M 0.3%
61,051
+85
84
$3.7M 0.3%
56,202
-5,028
85
$3.67M 0.3%
28,458
-665
86
$3.6M 0.3%
+12,051
87
$3.6M 0.3%
65,572
+991
88
$3.57M 0.29%
38,494
+24,678
89
$3.57M 0.29%
253,928
+51,655
90
$3.56M 0.29%
38,263
+2,091
91
$3.29M 0.27%
37,833
+3,494
92
$3.28M 0.27%
+28,488
93
$2.96M 0.24%
25,138
-631
94
$2.96M 0.24%
50,658
-501
95
$2.96M 0.24%
62,922
-5,924
96
$2.93M 0.24%
51,396
+2,259
97
$2.9M 0.24%
54,705
+1,340
98
$2.81M 0.23%
50,013
+2,167
99
$2.8M 0.23%
24,122
+11,207
100
$2.79M 0.23%
50,192
+19,227
2 3
4
5 6