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
$995M
AUM Growth
+$44.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$7.22M
2
+$4.73M
3
+$4.67M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$4.36M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$3.92M

Top Sells

1
+$6.6M
2
+$6.03M
3
+$5.49M
4
BND icon
Vanguard Total Bond Market
BND
+$4.2M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$4.12M

Sector Composition

1 Technology 11.46%
2 Industrials 5.51%
3 Healthcare 5.03%
4 Consumer Staples 4.31%
5 Financials 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$505K 0.05%
2,335
-45
202
$503K 0.05%
7,528
+1,583
203
$493K 0.05%
10,951
-6,072
204
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-333
205
$477K 0.05%
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206
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6,333
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207
$472K 0.05%
4,727
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208
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209
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-187
210
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211
$459K 0.05%
1,209
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212
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+13,557
213
$438K 0.04%
7,679
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214
$436K 0.04%
4,164
-183
215
$436K 0.04%
8,085
-5,573
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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+53,100
221
$414K 0.04%
26,200
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222
$410K 0.04%
5,738
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223
$408K 0.04%
772
-1
224
$407K 0.04%
4,446
-24,349
225
$406K 0.04%
+10,043
7 8
9
10 11