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
151
$897K 0.09%
7,160
+200
152
$891K 0.09%
+32,290
153
$878K 0.09%
3,755
+188
154
$801K 0.08%
+28,155
155
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5,580
-351
156
$786K 0.08%
3,466
+793
157
$786K 0.08%
36,872
+15,194
158
$780K 0.08%
1,332
+21
159
$754K 0.08%
3,463
-602
160
$749K 0.08%
7,358
-3,092
161
$747K 0.08%
12,337
+7,448
162
$743K 0.07%
9,554
-821
163
$727K 0.07%
71,245
+27,925
164
$717K 0.07%
18,453
-65
165
$703K 0.07%
+15,689
166
$691K 0.07%
2,369
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167
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12,910
+189
168
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8,833
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169
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8,144
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170
$649K 0.07%
24,873
+648
171
$641K 0.06%
10,132
-209
172
$640K 0.06%
25,180
+2,790
173
$639K 0.06%
6,574
-750
174
$638K 0.06%
4,236
+179
175
$633K 0.06%
5,460
+1,379
5 6
7
8 9