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
176
$225K 0.04%
9,591
+1,465
177
$225K 0.04%
1,363
-6,146
178
$223K 0.04%
7,407
-2,635
179
$223K 0.04%
1,146
+61
180
$223K 0.04%
7,735
-295
181
$222K 0.04%
+3,896
182
$221K 0.04%
1,930
-309
183
$214K 0.04%
5,075
+20
184
$213K 0.04%
1,917
-5,836
185
$212K 0.04%
3,805
-249
186
$211K 0.04%
2,893
-40
187
$202K 0.04%
14,244
+767
188
$200K 0.04%
+4,142
189
$197K 0.04%
11,457
-309
190
$192K 0.04%
12,134
-1,360
191
$173K 0.03%
12,986
-1,047
192
$164K 0.03%
10,720
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193
$107K 0.02%
22,550
-2,731
194
$101K 0.02%
12,590
-260
195
$96K 0.02%
9,796
196
$82K 0.02%
40,000
-15,000
197
$57K 0.01%
+12,457
198
$7K ﹤0.01%
2,721
199
– –
-888
200
– –
-50,430
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