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
$1.71B
AUM Growth
+$62.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
569
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$16.1M
3
+$7.15M
4
PWR icon
Quanta Services
PWR
+$6.19M
5
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$5.23M

Top Sells

1
+$6.92M
2
+$5.19M
3
+$4.03M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$3.35M
5
VHT icon
Vanguard Health Care ETF
VHT
+$3.3M

Sector Composition

1 Technology 13.18%
2 Industrials 5.95%
3 Consumer Staples 4.12%
4 Financials 3.84%
5 Healthcare 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.25M 0.07%
2,008
-5,098
227
$1.24M 0.07%
25,147
+5,328
228
$1.23M 0.07%
28,965
-218
229
$1.23M 0.07%
3,666
+427
230
$1.23M 0.07%
720
+103
231
$1.22M 0.07%
45,752
+24,015
232
$1.21M 0.07%
13,557
+882
233
$1.2M 0.07%
46,323
+8,360
234
$1.19M 0.07%
9,847
+568
235
$1.19M 0.07%
12,694
+127
236
$1.15M 0.07%
40,799
+1,035
237
$1.14M 0.07%
30,626
-6,700
238
$1.14M 0.07%
27,950
-17,902
239
$1.14M 0.07%
6,486
+165
240
$1.12M 0.07%
51,750
+14,107
241
$1.11M 0.07%
6,248
-27
242
$1.11M 0.07%
12,140
-10,913
243
$1.08M 0.06%
37,904
+1,447
244
$1.08M 0.06%
41,319
+20,274
245
$1.08M 0.06%
4,244
-8,327
246
$1.06M 0.06%
3,172
+10
247
$1.04M 0.06%
28,131
+2,941
248
$1.03M 0.06%
+38,274
249
$1.02M 0.06%
20,539
-1,799
250
$1.02M 0.06%
19,900
+5,837
8 9
10
11 12