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
301
$714K 0.04%
+15,423
302
$709K 0.04%
19,888
-108
303
$704K 0.04%
14,148
+461
304
$699K 0.04%
5,804
+3
305
$689K 0.04%
8,189
-216
306
$682K 0.04%
18,369
+2,180
307
$673K 0.04%
34,369
+197
308
$673K 0.04%
6,247
-69
309
$669K 0.04%
7,655
-17,085
310
$663K 0.04%
57,429
-7,622
311
$660K 0.04%
12,110
+40
312
$653K 0.04%
7,153
-98
313
$650K 0.04%
27,715
+1,205
314
$649K 0.04%
5,085
+186
315
$635K 0.04%
6,487
+267
316
$635K 0.04%
5,611
-9
317
$635K 0.04%
6,320
+132
318
$631K 0.04%
27,815
-1,141
319
$629K 0.04%
7,057
-1
320
$628K 0.04%
1,891
-14
321
$627K 0.04%
+35,431
322
$621K 0.04%
2,446
-13,001
323
$609K 0.04%
9,551
324
$606K 0.04%
+12,355
325
$600K 0.04%
6,049
+1,394
11 12
13
14 15