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
276
$334K 0.03%
32,230
+2,925
277
$333K 0.03%
2,615
-17
278
$332K 0.03%
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-330
279
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5,446
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280
$328K 0.03%
29,706
+4,231
281
$325K 0.03%
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282
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6,434
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283
$317K 0.03%
3,822
-755
284
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5,310
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285
$313K 0.03%
7,350
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286
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5,385
-150,220
287
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5,375
-7,734
288
$310K 0.03%
+4,099
289
$309K 0.03%
14,263
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290
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7,159
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291
$307K 0.03%
371
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292
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6,242
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293
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16,393
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294
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10,500
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295
$306K 0.03%
2,380
296
$305K 0.03%
19,476
+1,224
297
$301K 0.03%
+15,593
298
$300K 0.03%
+9,931
299
$299K 0.03%
10,532
-60
300
$299K 0.03%
7,437
-2,328
10 11
12
13 14