VWA

Visionary Wealth Advisors Portfolio holdings

AUM $1.67B
This Quarter Return
-1.59%
1 Year Return
+8.02%
3 Year Return
+25.66%
5 Year Return
+104.6%
10 Year Return
–
AUM
$1.67B
AUM Growth
-$39.7M
Cap. Flow
+$9.1M
Cap. Flow %
0.55%
Top 10 Hldgs %
21.02%
Holding
569
New
35
Increased
249
Reduced
214
Closed
28

Top Buys

1
$8.79M
2
$7.55M
3
$6.22M
4
$4.76M
5
$4.61M

Top Sells

1
$6.94M
2
$6.05M
3
$4.7M
4
$4.31M
5
$4.06M

Sector Composition

1Technology11.56%
2Industrials4.96%
3Consumer Staples4.41%
4Financials3.54%
5Healthcare3.39%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$894K0.05% 16,965
-154
-0.9%
-$8.12K
$869K0.05% 8,653
+1,596
+23%
+$160K
$866K0.05% 7,423
+826
+13%
+$96.4K
$842K0.05% 2,552
-60
-2%
-$19.8K
$833K0.05% 13,941
+23
+0.2%
+$1.37K
$794K0.05% 6,869
+400
+6%
+$46.2K
$789K0.05% 19,889
+1,520
+8%
+$60.3K
$775K0.05% 27,893
+8,966
+47%
+$249K
$773K0.05% 9,865
+6,074
+160%
+$476K
$770K0.05% 6,315
+68
+1%
+$8.29K
$767K0.05% 14,398
+250
+2%
+$13.3K
$765K0.05% 14,184
-731
-5%
-$39.5K
$764K0.05% 28,395
-570
-2%
-$15.3K
$750K0.04% 11,748
+7,079
+152%
+$452K
$745K0.04% 19,864
-24
-0.1%
-$900
$736K0.04% 16,325
+902
+6%
+$40.7K
$735K0.04% 5,787
-265
-4%
-$33.7K
$735K0.04% 5,540
-71
-1%
-$9.42K
$732K0.04% 8,427
+238
+3%
+$20.7K
$717K0.04% 15,263
-509
-3%
-$23.9K
$715K0.04% 7,200
+713
+11%
+$70.8K
$708K0.04%
+22,747
 New
+$708K
$705K0.04% 14,187
-196
-1%
-$9.74K
$704K0.04% 1,288
+246
+24%
+$134K
$685K0.04% 3,678
+2
+0.1%
+$373
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