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
$657M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$5.64M
3
+$5.33M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.24M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$5.23M

Top Sells

1
+$8.59M
2
+$5.2M
3
+$4.87M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$4.86M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$4.4M

Sector Composition

1 Technology 11.82%
2 Healthcare 5.62%
3 Consumer Staples 5.28%
4 Industrials 4.6%
5 Financials 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.47M 0.22%
+21,463
102
$1.4M 0.21%
7,843
+537
103
$1.38M 0.21%
21,538
+240
104
$1.37M 0.21%
29,197
+16,085
105
$1.36M 0.21%
+25,076
106
$1.32M 0.2%
18,932
+13,085
107
$1.3M 0.2%
26,232
-24,935
108
$1.29M 0.2%
28,831
+4,726
109
$1.26M 0.19%
+15,276
110
$1.23M 0.19%
9,685
+100
111
$1.22M 0.19%
13,894
+1,277
112
$1.21M 0.18%
4,842
+192
113
$1.21M 0.18%
22,483
-804
114
$1.11M 0.17%
6,059
+841
115
$1.04M 0.16%
9,373
-1,274
116
$1.02M 0.16%
38,920
+16
117
$946K 0.14%
15,673
-56,328
118
$943K 0.14%
62,176
+436
119
$900K 0.14%
8,820
+1,739
120
$875K 0.13%
11,867
+1,189
121
$855K 0.13%
14,951
+2,858
122
$837K 0.13%
3,688
+145
123
$827K 0.13%
13,387
-182
124
$819K 0.12%
28,252
+4,217
125
$807K 0.12%
65,352
-695,472
3 4
5
6 7