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
$657M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$5.64M
3
+$5.33M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.24M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$5.23M

Top Sells

1
+$8.59M
2
+$5.2M
3
+$4.87M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$4.86M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$4.4M

Sector Composition

1 Technology 11.82%
2 Healthcare 5.62%
3 Consumer Staples 5.28%
4 Industrials 4.6%
5 Financials 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.2M 4.45%
2,300,664
+39,768
2
$27.8M 4.23%
1,866,726
-327,034
3
$25.6M 3.89%
82,537
+14,499
4
$20.2M 3.08%
99,417
-1,536
5
$20.1M 3.06%
170,193
+19,034
6
$18.9M 2.88%
207,236
+7,616
7
$17.4M 2.65%
145,339
-2,870
8
$16.3M 2.49%
122,203
+31,504
9
$14.1M 2.14%
147,719
+24,949
10
$13.3M 2.03%
113,768
+44,743
11
$12.6M 1.93%
126,932
+19,090
12
$12.4M 1.89%
266,768
+11,892
13
$12M 1.83%
494,133
+10,921
14
$12M 1.83%
734,696
+58,848
15
$11.6M 1.76%
386,836
-4,275
16
$11M 1.68%
661,296
+42,459
17
$10.9M 1.66%
66,569
+12,968
18
$9.91M 1.51%
182,282
+16,841
19
$9.67M 1.47%
560,646
+142,962
20
$8.92M 1.36%
287,399
+21,708
21
$7.67M 1.17%
195,633
-884
22
$7.58M 1.15%
52,033
+19,750
23
$7.55M 1.15%
69,162
+6,325
24
$7.23M 1.1%
69,204
+15,597
25
$7.11M 1.08%
42,450
+31,850
1
2 3 4 5