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
201
$242K 0.04%
+945
202
$237K 0.04%
+1,198
203
$237K 0.04%
+803
204
$234K 0.04%
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205
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206
$232K 0.04%
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207
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208
$231K 0.04%
6,500
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209
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210
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211
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212
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4,077
-65
213
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214
$214K 0.03%
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215
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216
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217
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218
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219
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220
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221
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24,992
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222
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6,421
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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
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