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
251
$1.02M 0.06%
26,462
+5,243
252
$1M 0.06%
14,940
+11,247
253
$999K 0.06%
1,120
+89
254
$998K 0.06%
12,687
+1,807
255
$990K 0.06%
43,471
+8,449
256
$989K 0.06%
22,894
-626
257
$986K 0.06%
16,703
-799
258
$985K 0.06%
4,070
-927
259
$967K 0.06%
12,976
-107
260
$960K 0.06%
21,806
+583
261
$960K 0.06%
4,211
-184
262
$957K 0.06%
6,469
+31
263
$948K 0.06%
2,612
-82
264
$947K 0.06%
34,361
-17,316
265
$932K 0.05%
+14,532
266
$926K 0.05%
3,355
+512
267
$923K 0.05%
2,170
+199
268
$919K 0.05%
15,173
-10,866
269
$919K 0.05%
23,874
-15
270
$915K 0.05%
17,442
-868
271
$905K 0.05%
34,252
+3,532
272
$904K 0.05%
6,568
-11,156
273
$898K 0.05%
9,968
+374
274
$889K 0.05%
14,617
-224
275
$888K 0.05%
17,119
+950
9 10
11
12 13