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
$1.48B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$9.94M
2
+$7.17M
3
+$6.64M
4
PEP icon
PepsiCo
PEP
+$6.3M
5
ADP icon
Automatic Data Processing
ADP
+$5.99M

Top Sells

1
+$6.45M
2
+$6.07M
3
+$5.96M
4
PWR icon
Quanta Services
PWR
+$5.75M
5
WBA
Walgreens Boots Alliance
WBA
+$4.45M

Sector Composition

1 Technology 11.28%
2 Industrials 5.87%
3 Consumer Staples 4.31%
4 Financials 3.7%
5 Healthcare 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.11M 0.07%
22,245
+4,356
227
$1.1M 0.07%
47,724
-2,594
228
$1.09M 0.07%
35,600
+13,282
229
$1.04M 0.07%
2,057
+95
230
$1.03M 0.07%
19,242
+1,632
231
$1.01M 0.07%
2,782
-363
232
$998K 0.07%
2,509
-70
233
$993K 0.07%
8,982
-58
234
$991K 0.07%
11,335
-269
235
$983K 0.07%
30,090
236
$976K 0.07%
5,939
+368
237
$969K 0.07%
16,937
-370
238
$964K 0.07%
3,201
-79
239
$954K 0.06%
11,027
-685
240
$943K 0.06%
3,144
+6
241
$931K 0.06%
615
+30
242
$921K 0.06%
7,990
+954
243
$894K 0.06%
24,527
-4,455
244
$888K 0.06%
7,529
-2,506
245
$880K 0.06%
38,841
+17,895
246
$878K 0.06%
4,297
-13,542
247
$869K 0.06%
40,032
+365
248
$852K 0.06%
21,555
+1,368
249
$851K 0.06%
9,515
+325
250
$837K 0.06%
20,029
+13,701
8 9
10
11 12