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
126
$1.44M 0.14%
+31,640
127
$1.38M 0.14%
75,584
+4,228
128
$1.36M 0.14%
11,570
+5,026
129
$1.34M 0.13%
11,393
-28,486
130
$1.33M 0.13%
9,002
+1,030
131
$1.31M 0.13%
21,703
+50
132
$1.3M 0.13%
84,349
+31,609
133
$1.29M 0.13%
37,991
+136
134
$1.25M 0.13%
10,280
+2,720
135
$1.24M 0.12%
9,297
-41,334
136
$1.17M 0.12%
18,534
-165
137
$1.16M 0.12%
18,310
+226
138
$1.15M 0.12%
12,976
+179
139
$1.15M 0.12%
22,275
+8,585
140
$1.06M 0.11%
4,776
-8
141
$1.06M 0.11%
4,814
-50
142
$1.02M 0.1%
42,617
+11,300
143
$1M 0.1%
9,532
-364
144
$1M 0.1%
16,435
-3,446
145
$987K 0.1%
13,189
+1,051
146
$980K 0.1%
5,910
+396
147
$945K 0.1%
4,170
+345
148
$942K 0.09%
3,022
-185
149
$942K 0.09%
13,209
+386
150
$938K 0.09%
12,003
-7,358
4 5
6
7 8