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
151
$1.21M 0.1%
+28,650
152
$1.19M 0.1%
19,186
-430
153
$1.14M 0.09%
+21,464
154
$1.13M 0.09%
87,899
-4,320
155
$1.13M 0.09%
15,170
-6,330
156
$1.13M 0.09%
7,800
+360
157
$1.12M 0.09%
35,019
-2,633
158
$1.11M 0.09%
4,405
-782
159
$1.06M 0.09%
14,887
+5,346
160
$1.06M 0.09%
20,719
+5,739
161
$1.04M 0.09%
4,808
+956
162
$1.03M 0.08%
14,020
+511
163
$1.02M 0.08%
+26,598
164
$1M 0.08%
+11,580
165
$984K 0.08%
36,246
+2,521
166
$974K 0.08%
7,197
-283
167
$970K 0.08%
2,699
-4
168
$970K 0.08%
10,445
-271
169
$950K 0.08%
50,070
+6,108
170
$943K 0.08%
+12,229
171
$908K 0.07%
6,241
+263
172
$887K 0.07%
34,795
-10,505
173
$878K 0.07%
+33,778
174
$871K 0.07%
9,526
+5,549
175
$860K 0.07%
84,442
+8,383
5 6
7
8 9