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
$531M
AUM Growth
-$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$9.8M
2
+$9.07M
3
+$8.78M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$8.46M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$5.51M

Top Sells

1
+$8.19M
2
+$3.33M
3
+$3.32M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.24M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.62M

Sector Composition

1 Technology 10.31%
2 Consumer Staples 6.08%
3 Healthcare 5.87%
4 Industrials 4.12%
5 Financials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.3M 5.34%
2,193,760
+758,818
2
$22.5M 4.24%
2,260,896
+881,984
3
$17.6M 3.31%
68,038
+4,504
4
$17.4M 3.29%
151,159
+1,370
5
$16.3M 3.07%
148,209
-12,808
6
$15.9M 3%
100,953
-8,334
7
$12.7M 2.39%
199,620
+11,968
8
$12.1M 2.28%
90,699
+41,330
9
$10.7M 2.02%
122,770
+3,157
10
$10M 1.89%
254,876
+12,569
11
$10M 1.88%
483,212
+170,061
12
$9.6M 1.81%
107,842
+12,994
13
$9.13M 1.72%
618,837
+573,477
14
$9.07M 1.71%
+145,548
15
$9.02M 1.7%
165,441
+17,985
16
$8.71M 1.64%
675,848
+25,780
17
$8.23M 1.55%
265,691
+14,522
18
$7.77M 1.46%
760,824
-256,752
19
$7.14M 1.35%
69,025
+25,985
20
$7.06M 1.33%
53,601
+573
21
$6.26M 1.18%
417,684
+45,594
22
$6.24M 1.18%
196,517
+16,667
23
$6.08M 1.15%
62,837
+3,155
24
$5.94M 1.12%
156,786
-1,623
25
$5.72M 1.08%
204,065
+147,627
1
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