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
126
$863K 0.12%
16,998
+1,414
127
$863K 0.12%
+13,560
128
$853K 0.12%
13,451
+64
129
$843K 0.12%
4,281
+44
130
$832K 0.12%
32,314
-38,438
131
$820K 0.12%
10,385
+251
132
$787K 0.11%
29,542
-70,700
133
$782K 0.11%
7,065
+5,144
134
$769K 0.11%
5,156
+613
135
$759K 0.11%
+4,455
136
$707K 0.1%
5,100
+229
137
$702K 0.1%
+3,168
138
$690K 0.1%
17,541
-28
139
$673K 0.09%
12,687
+425
140
$668K 0.09%
16,284
+128
141
$666K 0.09%
10,886
+6,872
142
$666K 0.09%
4,233
+876
143
$639K 0.09%
5,687
+2,583
144
$620K 0.09%
+10,728
145
$614K 0.09%
+18,243
146
$592K 0.08%
43,760
+2,560
147
$575K 0.08%
9,861
+755
148
$574K 0.08%
4,953
+673
149
$563K 0.08%
2,475
+670
150
$556K 0.08%
4,128
-259
4 5
6
7 8