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
$1.22B
AUM Growth
+$248M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$33.3M
2
+$10.3M
3
+$9.68M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$9.52M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$6.05M

Top Sells

1
+$973K
2
+$820K
3
+$818K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$651K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$472K

Sector Composition

1 Technology 10.64%
2 Healthcare 4.99%
3 Industrials 4.72%
4 Consumer Staples 4.11%
5 Financials 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$649K 0.05%
22,418
-502
202
$640K 0.05%
13,463
-1,628
203
$640K 0.05%
6,521
+2,137
204
$640K 0.05%
7,848
+1,914
205
$639K 0.05%
14,581
+2,403
206
$634K 0.05%
+2,762
207
$632K 0.05%
10,141
+2,514
208
$625K 0.05%
45,125
+3,650
209
$604K 0.05%
29,078
+1,816
210
$594K 0.05%
+9,880
211
$582K 0.05%
+14,479
212
$581K 0.05%
13,187
+3,423
213
$580K 0.05%
2,099
+26
214
$566K 0.05%
13,488
+5,039
215
$562K 0.05%
5,256
+353
216
$558K 0.05%
11,093
+2,816
217
$558K 0.05%
22,343
+325
218
$554K 0.05%
+3,518
219
$554K 0.05%
11,555
+4,526
220
$545K 0.04%
6,021
221
$543K 0.04%
2,877
-524
222
$540K 0.04%
20,154
+2,409
223
$539K 0.04%
7,462
+3,951
224
$537K 0.04%
+21,132
225
$533K 0.04%
2,304
+222
7 8
9
10 11