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
251
$419K 0.04%
5,060
-3,379
252
$413K 0.04%
12,321
253
$408K 0.04%
9,206
+140
254
$397K 0.04%
2,769
-103
255
$391K 0.04%
3,954
-366
256
$387K 0.04%
2,357
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257
$381K 0.04%
13,311
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258
$380K 0.04%
7,794
-1,766
259
$379K 0.04%
14,498
-1,204
260
$378K 0.04%
13,529
-1,200
261
$378K 0.04%
13,333
262
$371K 0.04%
2,581
-364
263
$371K 0.04%
33,116
-43,070
264
$370K 0.04%
1,262
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265
$362K 0.04%
12,110
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266
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2,339
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267
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13,588
268
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2,524
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269
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11,606
-1,249
270
$352K 0.04%
39,309
+2,450
271
$345K 0.04%
2,904
-3,820
272
$344K 0.04%
1,032
-248
273
$342K 0.04%
5,877
-173
274
$340K 0.04%
15,598
275
$340K 0.04%
1,481
-15
9 10
11
12 13