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
376
$153K 0.02%
16,575
+1,800
377
$145K 0.02%
14,200
-500
378
$144K 0.02%
26,560
-440
379
$108K 0.01%
14,823
-206
380
$103K 0.01%
12,619
+1,015
381
$98K 0.01%
20,050
+197
382
$88K 0.01%
10,868
+32
383
$87K 0.01%
13,743
-1,450
384
$80K 0.01%
10,700
-1,000
385
$73K 0.01%
14,465
-2,135
386
$54K 0.01%
13,968
-1,034
387
$54K 0.01%
14,337
-3,120
388
$47K ﹤0.01%
10,000
389
$44K ﹤0.01%
10,100
-1,000
390
$37K ﹤0.01%
31,460
+4,400
391
$37K ﹤0.01%
11,200
392
$27K ﹤0.01%
14,580
+1,000
393
$26K ﹤0.01%
10,100
394
$20K ﹤0.01%
+23
395
$15K ﹤0.01%
11,500
396
$15K ﹤0.01%
11,200
397
$14K ﹤0.01%
15,000
398
$9K ﹤0.01%
505
399
$7K ﹤0.01%
1,350
-100
400
$3K ﹤0.01%
16,000
14 15
16
17 18