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VWA
Visionary Wealth Advisors Portfolio holdings
AUM
$2.26B
1-Year Est. Return
19.48%
This Fund
S&P 500
This Quarter
Est. Return
+6.89%
1 Year Est. Return
+19.48%
3 Year Est. Return
+57.46%
5 Year Est. Return
+63.55%
10 Year Est. Return
–
AUM
$559M
AUM Growth
–
Cap. Flow
+$541M
Cap. Flow
% of AUM
96.73%
Top 10 Holdings %
Top 10 Hldgs %
29.98%
Holding
207
New
206
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab International Equity ETF
SCHF
|
+$23.6M |
| 2 |
Procter & Gamble
PG
|
+$19.7M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$19.7M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$16.9M |
| 5 |
Microsoft
MSFT
|
+$16.1M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 11.85% |
| 2 | Consumer Staples | 6.76% |
| 3 | Healthcare | 6.39% |
| 4 | Industrials | 5.39% |
| 5 | Financials | 3.92% |
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Visionary Wealth Advisors's Q4 2019 Portfolio in Review
Q4 2019 is the first quarter with a 13F filing on record for Visionary Wealth Advisors, which disclosed 207 positions worth $559M. Its ten largest holdings account for 30% of the portfolio.
Its largest position is Schwab International Equity ETF: 1,434,942 shares worth $24.1M.
By sector, the portfolio is most concentrated in Technology at 12% of assets, followed by Consumer Staples and Healthcare.
- Visionary Wealth Advisors's largest Q4 2019 buy was Schwab International Equity ETF: 1,434,942 shares worth $24.1M.
- Visionary Wealth Advisors's ten largest holdings make up 30% of its $559M portfolio in Q4 2019.
- Visionary Wealth Advisors disclosed 207 positions in Q4 2019, its first 13F filing on record.
Based on Visionary Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.