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
$963M
AUM Growth
-$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$2.63M
3
+$2.26M
4
DVY icon
iShares Select Dividend ETF
DVY
+$2.25M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$2.18M

Top Sells

1
+$16.2M
2
+$13.4M
3
+$9.4M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$8.7M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$6.48M

Sector Composition

1 Technology 10.09%
2 Industrials 6.5%
3 Healthcare 5.33%
4 Consumer Staples 4.68%
5 Financials 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$501K 0.05%
5,281
+27
227
$500K 0.05%
22,494
+30
228
$500K 0.05%
9,880
-2,850
229
$492K 0.05%
39,050
-5,400
230
$491K 0.05%
5,871
+204
231
$491K 0.05%
28,870
+300
232
$483K 0.05%
12,351
+3,064
233
$479K 0.05%
7,561
-1,077
234
$467K 0.05%
19,356
+3,508
235
$462K 0.05%
5,892
-4,647
236
$460K 0.05%
24,870
+424
237
$458K 0.05%
12,505
+475
238
$454K 0.05%
4,881
+16
239
$451K 0.05%
15,750
240
$446K 0.05%
4,613
-642
241
$445K 0.05%
+8,952
242
$445K 0.05%
17,833
+1,331
243
$439K 0.05%
6,351
-8,351
244
$438K 0.05%
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-133
245
$434K 0.05%
16,463
+2,031
246
$429K 0.04%
16,638
-4,036
247
$429K 0.04%
7,205
+2,310
248
$429K 0.04%
2,892
-183
249
$425K 0.04%
4,727
+155
250
$423K 0.04%
895
+275
8 9
10
11 12