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
201
– –
-4,336
202
– –
-5,480
203
– –
-17,337
204
– –
-14,774
205
– –
-3,202
206
– –
-18,798
207
– –
-15,225
208
– –
-11,236
209
– –
-6,048
210
– –
-3,026
211
– –
-4,744
212
– –
-3,615
213
– –
-13,075
214
– –
-2,510
215
– –
-2,979
216
– –
-4,365
217
– –
-6,332
218
– –
-3,005
219
– –
-13,278
220
– –
-3,389
221
– –
-13,470
222
– –
-3,983
223
– –
-11,154
224
– –
-11,332
225
– –
-9,517
6 7 8
9
10