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
176
$845K 0.07%
11,561
+510
177
$841K 0.07%
9,278
+5,362
178
$820K 0.07%
4,731
+172
179
$820K 0.07%
1,634
+365
180
$805K 0.07%
27,432
-723
181
$799K 0.07%
7,646
-2,314
182
$796K 0.07%
24,687
+2,458
183
$794K 0.07%
3,841
+27
184
$768K 0.06%
1,354
-52
185
$746K 0.06%
32,052
-322
186
$734K 0.06%
+8,245
187
$721K 0.06%
17,367
-15,681
188
$706K 0.06%
7,583
+690
189
$706K 0.06%
10,690
+1,311
190
$703K 0.06%
+21,347
191
$692K 0.06%
5,352
+69
192
$682K 0.06%
1,131
+166
193
$681K 0.06%
5,889
+312
194
$675K 0.06%
26,042
+1,392
195
$672K 0.06%
8,261
+476
196
$671K 0.06%
2,639
+717
197
$671K 0.06%
6,383
+374
198
$664K 0.05%
15,853
+430
199
$653K 0.05%
25,716
+1,155
200
$649K 0.05%
15,983
+56
6 7
8
9 10