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
$1.22B
AUM Growth
+$248M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$33.3M
2
+$10.3M
3
+$9.68M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$9.52M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$6.05M

Top Sells

1
+$973K
2
+$820K
3
+$818K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$651K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$472K

Sector Composition

1 Technology 10.64%
2 Healthcare 4.99%
3 Industrials 4.72%
4 Consumer Staples 4.11%
5 Financials 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.74M 0.22%
75,157
+6,658
102
$2.74M 0.22%
25,365
-2,602
103
$2.61M 0.21%
14,332
-324
104
$2.59M 0.21%
87,960
+5,720
105
$2.56M 0.21%
11,501
+699
106
$2.52M 0.21%
24,780
+515
107
$2.42M 0.2%
5,843
+163
108
$2.38M 0.2%
+20,746
109
$2.38M 0.2%
69,572
-849
110
$2.38M 0.2%
541,266
+20,400
111
$2.35M 0.19%
+16,684
112
$2.27M 0.19%
54,098
+721
113
$2.25M 0.18%
29,376
+2,128
114
$2.22M 0.18%
45,102
-5,098
115
$2.17M 0.18%
4,739
+30
116
$2.17M 0.18%
4,561
+32
117
$2.15M 0.18%
61,740
-5,446
118
$2.08M 0.17%
19,673
+16,279
119
$2.08M 0.17%
26,397
+1,554
120
$2.07M 0.17%
81,706
-17,340
121
$2.05M 0.17%
9,822
+1,727
122
$2.05M 0.17%
6,086
+812
123
$2.03M 0.17%
17,444
+2,334
124
$1.99M 0.16%
11,117
+443
125
$1.97M 0.16%
26,989
-125
3 4
5
6 7