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
$710M
AUM Growth
+$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$7.1M
3
+$6.93M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$5.37M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$3.96M

Top Sells

1
+$18.9M
2
+$7.06M
3
+$4.84M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$3.98M
5
AMGN icon
Amgen
AMGN
+$3.36M

Sector Composition

1 Technology 8.9%
2 Consumer Staples 5.66%
3 Industrials 4.86%
4 Healthcare 4.85%
5 Communication Services 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$387K 0.05%
1,240
+416
177
$365K 0.05%
23,000
178
$364K 0.05%
7,270
+1,750
179
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180
$354K 0.05%
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181
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182
$339K 0.05%
1,662
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183
$334K 0.05%
8,780
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184
$330K 0.05%
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-5,773
185
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186
$321K 0.05%
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187
$320K 0.05%
4,274
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188
$313K 0.04%
9,243
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189
$312K 0.04%
5,257
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190
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191
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192
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193
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15,119
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194
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1,195
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195
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196
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5,897
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197
$284K 0.04%
+3,509
198
$282K 0.04%
5,400
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199
$281K 0.04%
5,420
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200
$281K 0.04%
1,909
-153
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