VWA

Visionary Wealth Advisors Portfolio holdings

AUM $1.67B
This Quarter Return
-1.59%
1 Year Return
+8.02%
3 Year Return
+25.66%
5 Year Return
+104.6%
10 Year Return
–
AUM
$1.67B
AUM Growth
-$39.7M
Cap. Flow
+$9.1M
Cap. Flow %
0.55%
Top 10 Hldgs %
21.02%
Holding
569
New
35
Increased
249
Reduced
214
Closed
28

Top Buys

1
$8.79M
2
$7.55M
3
$6.22M
4
$4.76M
5
$4.61M

Top Sells

1
$6.94M
2
$6.05M
3
$4.7M
4
$4.31M
5
$4.06M

Sector Composition

1Technology11.56%
2Industrials4.96%
3Consumer Staples4.41%
4Financials3.54%
5Healthcare3.39%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.29M0.08% 7,563
-50
-0.7%
-$8.53K
$1.28M0.08% 50,817
+1,330
+3%
+$33.6K
$1.28M0.08% 45,358
+1,887
+4%
+$53.4K
$1.28M0.08% 19,228
+4,288
+29%
+$284K
$1.27M0.08% 32,116
+3,151
+11%
+$125K
$1.24M0.07% 10,908
-854
-7%
-$97.4K
$1.24M0.07% 28,329
+10,624
+60%
+$464K
$1.21M0.07% 14,563
-4,167
-22%
-$346K
$1.21M0.07% 68,663
+33,232
+94%
+$585K
$1.21M0.07% 12,871
+177
+1%
+$16.6K
$1.2M0.07% 613
-107
-15%
-$209K
$1.17M0.07% 12,893
-664
-5%
-$60.1K
$1.16M0.07% 11,083
+5,034
+83%
+$529K
$1.14M0.07% 1,220
+100
+9%
+$93.3K
$1.13M0.07% 54,176
+2,426
+5%
+$50.8K
$1.13M0.07% 12,591
+20
+0.2%
+$1.8K
$1.13M0.07% 4,205
+539
+15%
+$145K
$1.13M0.07% 41,245
+446
+1%
+$12.2K
$1.1M0.07% 37,824
-80
-0.2%
-$2.33K
$1.09M0.07% 11,468––
$1.09M0.07% 10,587
+740
+8%
+$76K
$1.09M0.07% 6,360
+112
+2%
+$19.1K
$1.07M0.06%
+21,559
 New
+$1.07M
$1.06M0.06% 5,129
+851
+20%
+$176K
$1.06M0.06% 3,211
-144
-4%
-$47.4K
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