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
126
$1.94M 0.16%
23,492
-4,950
127
$1.91M 0.16%
72,318
+53,864
128
$1.86M 0.15%
+12,562
129
$1.84M 0.15%
5,220
+912
130
$1.83M 0.15%
16,633
-388
131
$1.78M 0.15%
16,416
+58
132
$1.72M 0.14%
11,860
-480
133
$1.69M 0.14%
39,511
-500
134
$1.65M 0.14%
8,757
-285
135
$1.64M 0.13%
10,586
+1,446
136
$1.61M 0.13%
43,656
+2,240
137
$1.47M 0.12%
5,019
+801
138
$1.46M 0.12%
+7,163
139
$1.46M 0.12%
8,410
+232
140
$1.39M 0.11%
+6,883
141
$1.36M 0.11%
5,639
+429
142
$1.33M 0.11%
36,136
+1,835
143
$1.3M 0.11%
20,616
+7,513
144
$1.3M 0.11%
+16,678
145
$1.28M 0.11%
18,712
+1,914
146
$1.27M 0.1%
+28,535
147
$1.27M 0.1%
79,995
+3,455
148
$1.26M 0.1%
7,604
+1,210
149
$1.22M 0.1%
15,947
+2,284
150
$1.22M 0.1%
16,869
-492
4 5
6
7 8