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
151
$468K 0.07%
12,064
+932
152
$445K 0.07%
2,302
+400
153
$443K 0.07%
16,161
+24
154
$413K 0.06%
5,820
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155
$403K 0.06%
3,357
+135
156
$394K 0.06%
23,000
157
$393K 0.06%
+12,759
158
$391K 0.06%
41,200
+5,800
159
$386K 0.06%
5,376
+250
160
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4,778
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161
$381K 0.06%
+11,146
162
$379K 0.06%
5,360
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163
$369K 0.06%
24,000
+11,014
164
$365K 0.06%
1,805
-358
165
$353K 0.05%
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166
$347K 0.05%
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167
$346K 0.05%
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168
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169
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8,190
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170
$341K 0.05%
8,767
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171
$331K 0.05%
11,306
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172
$325K 0.05%
6,264
+96
173
$319K 0.05%
1,659
+45
174
$302K 0.05%
8,922
+1,515
175
$298K 0.05%
9,636
+45
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7
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