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
276
$887K 0.05%
+12,931
277
$884K 0.05%
7,602
-2,370
278
$878K 0.05%
25,882
-181
279
$869K 0.05%
1,954
-3
280
$849K 0.05%
16,126
+932
281
$843K 0.05%
6,052
-61
282
$843K 0.05%
+18,725
283
$829K 0.05%
6,597
+68
284
$825K 0.05%
4,278
-70
285
$820K 0.05%
28,965
-961
286
$811K 0.05%
33,876
+772
287
$809K 0.05%
4,689
-638
288
$801K 0.05%
15,496
-3,294
289
$796K 0.05%
16,637
-2,866
290
$792K 0.05%
33,156
+3,983
291
$779K 0.05%
18,671
-22,073
292
$779K 0.05%
14,915
+1,645
293
$771K 0.05%
+15,041
294
$770K 0.05%
15,772
-208
295
$753K 0.04%
13,918
-28
296
$744K 0.04%
17,705
+4,453
297
$740K 0.04%
19,378
-2,724
298
$738K 0.04%
14,383
299
$736K 0.04%
5,890
+105
300
$729K 0.04%
3,676
-76
10 11
12
13 14