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
126
$801K 0.12%
5,546
+1,064
127
$796K 0.12%
10,134
+687
128
$791K 0.12%
+15,584
129
$748K 0.11%
+14,956
130
$717K 0.11%
4,237
+466
131
$690K 0.11%
7,716
+3,726
132
$645K 0.1%
12,262
+530
133
$644K 0.1%
4,871
+629
134
$644K 0.1%
16,156
-747
135
$637K 0.1%
17,569
-143,428
136
$635K 0.1%
26,767
-122
137
$628K 0.1%
8,916
+34
138
$601K 0.09%
4,961
+1,456
139
$595K 0.09%
3,099
-15
140
$590K 0.09%
4,387
-32,682
141
$586K 0.09%
+7,053
142
$579K 0.09%
9,106
-44
143
$575K 0.09%
4,543
+4
144
$548K 0.08%
5,384
+1,848
145
$510K 0.08%
3,048
+664
146
$494K 0.08%
4,637
-54
147
$494K 0.08%
4,280
+922
148
$490K 0.07%
13,850
+1,878
149
$475K 0.07%
2,894
-131
150
$469K 0.07%
23,505
+150
4 5
6
7 8