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
151
$302K 0.06%
5,200
+580
152
$299K 0.06%
3,222
-97
153
$293K 0.06%
5,126
+1,822
154
$288K 0.05%
4,960
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155
$286K 0.05%
8,090
156
$285K 0.05%
6,021
-15
157
$283K 0.05%
5,036
-59,115
158
$282K 0.05%
6,168
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159
$277K 0.05%
8,060
+162
160
$268K 0.05%
+3,437
161
$268K 0.05%
1,614
-20
162
$257K 0.05%
3,442
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163
$255K 0.05%
4,228
-20,036
164
$252K 0.05%
3,191
-428
165
$247K 0.05%
+12,535
166
$246K 0.05%
3,435
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167
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6,170
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168
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+1,685
169
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4,435
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170
$238K 0.04%
10,556
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171
$237K 0.04%
+745
172
$234K 0.04%
6,100
-876
173
$233K 0.04%
+35,400
174
$228K 0.04%
5,011
+198
175
$225K 0.04%
5,436
-17,468
5 6
7
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