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
$710M
AUM Growth
+$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$7.1M
3
+$6.93M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$5.37M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$3.96M

Top Sells

1
+$18.9M
2
+$7.06M
3
+$4.84M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$3.98M
5
AMGN icon
Amgen
AMGN
+$3.36M

Sector Composition

1 Technology 8.9%
2 Consumer Staples 5.66%
3 Industrials 4.86%
4 Healthcare 4.85%
5 Communication Services 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.6M 4.16%
87,942
+5,405
2
$27.2M 3.84%
1,734,910
-131,816
3
$26.1M 3.67%
1,810,296
-490,368
4
$23.6M 3.33%
200,233
+30,040
5
$20.4M 2.88%
97,176
-2,241
6
$19.6M 2.76%
140,688
-4,651
7
$19.5M 2.75%
203,806
+56,087
8
$18.3M 2.57%
136,727
+14,524
9
$16.5M 2.33%
158,152
+31,220
10
$14.6M 2.05%
359,541
-27,295
11
$13.9M 1.95%
255,342
+73,060
12
$13.8M 1.94%
107,231
-6,537
13
$12.7M 1.79%
474,023
-20,110
14
$12.2M 1.72%
69,347
+2,778
15
$12.2M 1.72%
713,048
-21,648
16
$11M 1.55%
278,441
+11,673
17
$10.5M 1.48%
302,094
+14,695
18
$10.4M 1.47%
564,423
+3,777
19
$10.3M 1.45%
194,896
-737
20
$10.1M 1.42%
+185,236
21
$9.52M 1.34%
81,568
+12,364
22
$8.7M 1.23%
78,470
+9,308
23
$8.23M 1.16%
53,509
+1,476
24
$8.17M 1.15%
46,151
+3,701
25
$7.78M 1.1%
35,849
+32,750
1
2 3 4 5