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
326
$597K 0.04%
1,042
+157
327
$594K 0.03%
+12,003
328
$588K 0.03%
16,011
-227
329
$587K 0.03%
29,232
+1,613
330
$584K 0.03%
1,154
-20
331
$581K 0.03%
14,281
+920
332
$573K 0.03%
9,125
333
$567K 0.03%
+13,566
334
$564K 0.03%
2,567
-93
335
$563K 0.03%
7,432
-11,900
336
$556K 0.03%
5,031
-977
337
$555K 0.03%
3,362
+328
338
$547K 0.03%
16,011
339
$540K 0.03%
+25,248
340
$539K 0.03%
35,628
+7,710
341
$536K 0.03%
3,453
+1
342
$536K 0.03%
24,770
-2,031
343
$532K 0.03%
4,812
+276
344
$528K 0.03%
2,904
+360
345
$524K 0.03%
22,440
+1,828
346
$521K 0.03%
21,835
+844
347
$512K 0.03%
12,425
-173
348
$511K 0.03%
11,721
349
$511K 0.03%
3,965
-20
350
$511K 0.03%
13,409
-933
12 13
14
15 16