VWA

Visionary Wealth Advisors Portfolio holdings

AUM $2.22B
1-Year Est. Return 16.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.67%
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
+$5.61M
2
+$5.4M
3
+$5.14M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.09M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$4.86M

Top Sells

1
+$8.11M
2
+$4.93M
3
+$4.87M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$4.6M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$4.25M

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
201
$242K 0.04%
+4,014
202
$237K 0.04%
+1,198
203
$237K 0.04%
+803
204
$234K 0.04%
5,102
+27
205
$234K 0.04%
+5,750
206
$232K 0.04%
+4,804
207
$232K 0.04%
4,474
+39
208
$231K 0.04%
6,500
-1,235
209
$231K 0.04%
+5,350
210
$230K 0.04%
3,282
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211
$229K 0.03%
1,369
-316
212
$225K 0.03%
4,077
-65
213
$214K 0.03%
+7,665
214
$214K 0.03%
+1,808
215
$213K 0.03%
1,921
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216
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+572
217
$207K 0.03%
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218
$207K 0.03%
4,484
-1,616
219
$207K 0.03%
12,304
+170
220
$203K 0.03%
+3,836
221
$202K 0.03%
24,992
+2,442
222
$202K 0.03%
6,421
-4,404
223
$200K 0.03%
+2,268
224
$200K 0.03%
5,895
-275
225
$195K 0.03%
32,021
-100,930
6 7 8
9
10