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
$995M
AUM Growth
+$44.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$7.22M
2
+$4.73M
3
+$4.67M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$4.36M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$3.92M

Top Sells

1
+$6.6M
2
+$6.03M
3
+$5.49M
4
BND icon
Vanguard Total Bond Market
BND
+$4.2M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$4.12M

Sector Composition

1 Technology 11.46%
2 Industrials 5.51%
3 Healthcare 5.03%
4 Consumer Staples 4.31%
5 Financials 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.13M 0.21%
24,826
+2,554
102
$2.12M 0.21%
53,629
+9,624
103
$2.04M 0.2%
60,740
-76,823
104
$2.03M 0.2%
26,835
-211
105
$1.97M 0.2%
11,335
-38,016
106
$1.95M 0.2%
27,588
-2,778
107
$1.93M 0.19%
24,460
-450
108
$1.89M 0.19%
5,929
-145
109
$1.88M 0.19%
4,703
+300
110
$1.84M 0.18%
10,456
-79
111
$1.82M 0.18%
4,259
-154
112
$1.81M 0.18%
17,730
+10,541
113
$1.8M 0.18%
8,191
+599
114
$1.72M 0.17%
4,934
+433
115
$1.71M 0.17%
8,875
-162
116
$1.69M 0.17%
23,133
-174
117
$1.63M 0.16%
15,808
+804
118
$1.62M 0.16%
40,022
+1
119
$1.6M 0.16%
79,700
+54,941
120
$1.6M 0.16%
79,840
+22,760
121
$1.56M 0.16%
37,947
+483
122
$1.56M 0.16%
+33,609
123
$1.53M 0.15%
36,431
+12,117
124
$1.46M 0.15%
6,107
+441
125
$1.45M 0.15%
21,672
+8,307
3 4
5
6 7