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
$710M
AUM Growth
+$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$7.1M
3
+$6.93M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$5.37M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$3.96M

Top Sells

1
+$18.9M
2
+$7.06M
3
+$4.84M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$3.98M
5
AMGN icon
Amgen
AMGN
+$3.36M

Sector Composition

1 Technology 8.9%
2 Consumer Staples 5.66%
3 Industrials 4.86%
4 Healthcare 4.85%
5 Communication Services 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.45M 0.2%
5,226
+384
102
$1.44M 0.2%
28,689
-142
103
$1.4M 0.2%
46,423
+18,171
104
$1.38M 0.19%
9,655
-30
105
$1.38M 0.19%
+15,317
106
$1.37M 0.19%
16,941
-3,176
107
$1.34M 0.19%
23,400
+917
108
$1.32M 0.19%
+26,421
109
$1.3M 0.18%
10,460
+1,087
110
$1.23M 0.17%
13,428
-466
111
$1.23M 0.17%
26,244
-2,953
112
$1.14M 0.16%
19,852
-37,997
113
$1.12M 0.16%
25,811
-37,051
114
$1.09M 0.15%
+27,923
115
$1.02M 0.14%
13,448
-5,484
116
$1.01M 0.14%
12,187
+5,134
117
$1M 0.14%
12,701
+834
118
$971K 0.14%
38,920
119
$944K 0.13%
11,616
+3,900
120
$928K 0.13%
5,635
+89
121
$925K 0.13%
15,340
+389
122
$919K 0.13%
68,388
+3,036
123
$891K 0.13%
+4,761
124
$882K 0.12%
3,369
-319
125
$877K 0.12%
71,118
+8,942
3 4
5
6 7