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
$995M
AUM Growth
+$44.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$7.22M
2
+$4.73M
3
+$4.67M
4
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$4.36M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$3.92M

Top Sells

1
+$6.6M
2
+$6.03M
3
+$5.49M
4
BND icon
Vanguard Total Bond Market
BND
+$4.2M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$4.12M

Sector Composition

1 Technology 11.46%
2 Industrials 5.51%
3 Healthcare 5.03%
4 Consumer Staples 4.31%
5 Financials 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$47.2M 4.74%
2,587,040
+395,544
2
$36M 3.61%
1,823,096
+82,772
3
$28.3M 2.84%
65,803
-2,402
4
$28.2M 2.83%
244,551
+5,885
5
$26.5M 2.66%
97,656
+3,453
6
$25.3M 2.54%
184,673
+1,746
7
$24.6M 2.48%
1,081,596
+171,801
8
$22M 2.21%
314,227
-2,740
9
$21M 2.11%
221,075
-37,662
10
$20.6M 2.08%
150,221
-17,349
11
$18.4M 1.85%
136,341
-648
12
$18.3M 1.84%
702,508
+18,400
13
$17.5M 1.76%
77,765
+20,978
14
$16.9M 1.7%
671,529
-59,007
15
$15.8M 1.59%
102,329
-15,195
16
$15.7M 1.58%
173,453
+194
17
$15.5M 1.56%
470,572
+3,769
18
$15.4M 1.54%
287,242
+61,696
19
$15.1M 1.52%
63,803
+958
20
$15.1M 1.52%
285,396
-3,626
21
$14.9M 1.5%
114,089
-10,492
22
$13.4M 1.35%
251,074
-13,862
23
$12.8M 1.29%
155,358
+56,403
24
$12.2M 1.23%
311,441
+1,242
25
$11M 1.11%
40,668
+582
1
2 3 4 5