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
$531M
AUM Growth
-$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$9.8M
2
+$9.07M
3
+$8.78M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$8.46M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$5.51M

Top Sells

1
+$8.19M
2
+$3.33M
3
+$3.32M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.24M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.62M

Sector Composition

1 Technology 10.31%
2 Consumer Staples 6.08%
3 Healthcare 5.87%
4 Industrials 4.12%
5 Financials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$924K 0.17%
38,904
-13,095
102
$868K 0.16%
4,650
+364
103
$862K 0.16%
+24,105
104
$859K 0.16%
61,740
+2,492
105
$848K 0.16%
21,298
-180
106
$784K 0.15%
10,678
+232
107
$778K 0.15%
5,218
-2,167
108
$682K 0.13%
48,564
+23,847
109
$660K 0.12%
9,447
-95
110
$650K 0.12%
21,550
-6,149
111
$647K 0.12%
8,882
+106
112
$642K 0.12%
132,951
-4,025
113
$642K 0.12%
7,081
+5,211
114
$621K 0.12%
16,903
+1,608
115
$621K 0.12%
+24,035
116
$619K 0.12%
+13,112
117
$614K 0.12%
13,569
+101
118
$603K 0.11%
12,093
-1,513
119
$600K 0.11%
4,482
+36
120
$591K 0.11%
3,543
+1,614
121
$571K 0.11%
26,889
+1,891
122
$560K 0.11%
12,233
+388
123
$544K 0.1%
9,150
+840
124
$532K 0.1%
3,771
+102
125
$528K 0.1%
11,732
+129
3 4
5
6 7