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
201
$271K 0.04%
5,374
+10
202
$270K 0.04%
4,694
+429
203
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+1,069
204
$266K 0.04%
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-2
205
$261K 0.04%
2,956
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206
$261K 0.04%
+736
207
$261K 0.04%
4,375
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208
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209
$259K 0.04%
1,287
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210
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211
$254K 0.04%
5,420
-45,506
212
$254K 0.04%
+575
213
$253K 0.04%
2,478
-2,906
214
$253K 0.04%
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215
$250K 0.04%
+7,360
216
$249K 0.04%
5,129
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217
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218
$246K 0.03%
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219
$244K 0.03%
+1,032
220
$238K 0.03%
7,066
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221
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2,936
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222
$235K 0.03%
+8,750
223
$234K 0.03%
1,407
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224
$234K 0.03%
3,102
-707
225
$233K 0.03%
+4,408
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