VWA
Visionary Wealth Advisors Portfolio holdings
AUM
$1.96B
1-Year Return
15.27%
This Quarter Return
-3.28%
1 Year Return
+15.27%
3 Year Return
+55.08%
5 Year Return
+87.77%
10 Year Return
–
AUM
$1.24B
AUM Growth
+$23.4M
(+1.9%)
Cap. Flow
+$75.1M
Cap. Flow
% of AUM
6.05%
Top 10 Holdings %
Top 10 Hldgs %
26.88%
Holding
467
New
82
Increased
220
Reduced
114
Closed
29
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$21.9M |
| 2 |
First Trust Smith Unconstrained Bond ETF
UCON
|
$15.3M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$15M |
| 4 |
Vanguard Information Technology ETF
VGT
|
$10.6M |
| 5 |
Vanguard Small-Cap ETF
VB
|
$10.1M |
Top Sells
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$18.7M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$16.7M |
| 3 |
Vanguard Value ETF
VTV
|
$12.4M |
| 4 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$11.4M |
| 5 |
Schwab US Large-Cap Value ETF
SCHV
|
$7.11M |
Sector Composition
| 1 | Technology | 9.94% |
| 2 | Healthcare | 5.05% |
| 3 | Industrials | 5.03% |
| 4 | Consumer Staples | 4.02% |
| 5 | Financials | 3.45% |
