VWA

Visionary Wealth Advisors Portfolio holdings

AUM $2.14B
1-Year Est. Return 16.9%
This Quarter Est. Return
1 Year Est. Return
+16.9%
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
126
$527K 0.1%
4,539
-71
127
$509K 0.1%
4,242
+492
128
$469K 0.09%
3,114
+396
129
$456K 0.09%
5,639
+1,714
130
$448K 0.08%
7,241
+4,050
131
$441K 0.08%
+3,990
132
$423K 0.08%
+3,505
133
$423K 0.08%
23,000
134
$420K 0.08%
3,025
+251
135
$415K 0.08%
23,355
+1,475
136
$400K 0.08%
2,384
-1,584
137
$395K 0.07%
4,691
+957
138
$387K 0.07%
16,137
-2,642
139
$387K 0.07%
4,787
+627
140
$379K 0.07%
3,358
+1,470
141
$372K 0.07%
11,132
-17,073
142
$358K 0.07%
11,972
+4,028
143
$350K 0.07%
+3,536
144
$344K 0.06%
+6,582
145
$339K 0.06%
2,163
-166
146
$336K 0.06%
+5,847
147
$326K 0.06%
10,825
-1,795
148
$310K 0.06%
2,917
-1,408
149
$306K 0.06%
1,902
+350
150
$304K 0.06%
4,988
-4,043
4 5
6
7 8