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
351
$223K 0.02%
4,928
+976
352
$223K 0.02%
8,640
-974
353
$221K 0.02%
8,275
+675
354
$219K 0.02%
51,200
-11,000
355
$219K 0.02%
3,585
-69
356
$218K 0.02%
7,446
-801
357
$214K 0.02%
1,444
-12
358
$214K 0.02%
2,653
-12
359
$213K 0.02%
3,892
+21
360
$210K 0.02%
1,684
-25
361
$210K 0.02%
7,687
-292
362
$210K 0.02%
10,439
+74
363
$208K 0.02%
866
-1
364
$207K 0.02%
7,035
-100
365
$207K 0.02%
2,271
-472
366
$205K 0.02%
5,736
-318
367
$204K 0.02%
2,345
-315
368
$204K 0.02%
+868
369
$201K 0.02%
1,784
+135
370
$186K 0.02%
45,700
+1,000
371
$182K 0.02%
18,500
-3,000
372
$179K 0.02%
1,280
373
$178K 0.02%
27,122
+9,772
374
$174K 0.02%
16,831
+286
375
$160K 0.02%
13,748
+1,086
13 14
15
16 17