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
176
$293K 0.04%
3,195
+4
177
$292K 0.04%
5,158
+147
178
$291K 0.04%
15,274
+1,030
179
$289K 0.04%
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180
$277K 0.04%
1,691
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181
$275K 0.04%
6,954
-36,085
182
$273K 0.04%
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-417
183
$271K 0.04%
4,609
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184
$268K 0.04%
+1,039
185
$265K 0.04%
3,445
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186
$264K 0.04%
1,226
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187
$264K 0.04%
3,809
-87
188
$263K 0.04%
+2,062
189
$262K 0.04%
+4,265
190
$258K 0.04%
+3,681
191
$255K 0.04%
+5,364
192
$254K 0.04%
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193
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3,110
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194
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195
$250K 0.04%
4,156
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196
$245K 0.04%
+1,751
197
$244K 0.04%
+4,108
198
$244K 0.04%
+5,325
199
$243K 0.04%
+824
200
$242K 0.04%
+4,014
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