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
326
$257K 0.03%
10,823
+19
327
$252K 0.03%
12,415
328
$251K 0.03%
2,286
-1,469
329
$250K 0.03%
13,479
+200
330
$249K 0.03%
3,036
-187
331
$249K 0.03%
2,363
+375
332
$246K 0.03%
2,418
-343
333
$246K 0.03%
5,146
-439
334
$244K 0.03%
1,828
+7
335
$242K 0.03%
1,072
-18
336
$241K 0.03%
438
+10
337
$240K 0.02%
8,611
-4,515
338
$239K 0.02%
1,709
-197
339
$238K 0.02%
1,646
-17
340
$235K 0.02%
17,443
+1,603
341
$234K 0.02%
+1,374
342
$233K 0.02%
1,242
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343
$233K 0.02%
5,425
-6,494
344
$231K 0.02%
+8,063
345
$230K 0.02%
16,770
-98
346
$229K 0.02%
569
347
$228K 0.02%
8,133
348
$225K 0.02%
3,203
+40
349
$225K 0.02%
2,866
-42
350
$224K 0.02%
10,978
+25
12 13
14
15 16