VWA
Visionary Wealth Advisors Portfolio holdings
AUM
$1.96B
1-Year Return
15.27%
This Quarter Return
+7.93%
1 Year Return
+15.27%
3 Year Return
+55.08%
5 Year Return
+87.77%
10 Year Return
–
AUM
$1.48B
AUM Growth
+$121M
(+8.9%)
Cap. Flow
+$29.4M
Cap. Flow
% of AUM
1.99%
Top 10 Holdings %
Top 10 Hldgs %
21.77%
Holding
514
New
40
Increased
211
Reduced
200
Closed
31
Top Buys
| 1 |
Invesco NASDAQ 100 ETF
QQQM
|
+$9.94M |
| 2 |
Schwab US Mid-Cap ETF
SCHM
|
+$7.17M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
+$6.64M |
| 4 |
PepsiCo
PEP
|
+$6.3M |
| 5 |
Automatic Data Processing
ADP
|
+$5.99M |
Top Sells
| 1 |
Schwab U.S Small- Cap ETF
SCHA
|
+$6.45M |
| 2 |
Stanley Black & Decker
SWK
|
+$6.07M |
| 3 |
iShares Russell Top 200 Growth ETF
IWY
|
+$5.96M |
| 4 |
Quanta Services
PWR
|
+$5.75M |
| 5 |
WBA
Walgreens Boots Alliance
WBA
|
+$4.45M |
Sector Composition
| 1 | Technology | 11.28% |
| 2 | Industrials | 5.87% |
| 3 | Consumer Staples | 4.31% |
| 4 | Financials | 3.7% |
| 5 | Healthcare | 3.56% |
