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
$1.48B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$9.94M
2
+$7.17M
3
+$6.64M
4
PEP icon
PepsiCo
PEP
+$6.3M
5
ADP icon
Automatic Data Processing
ADP
+$5.99M

Top Sells

1
+$6.45M
2
+$6.07M
3
+$5.96M
4
PWR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$371K 0.03%
11,520
+1,088
377
$370K 0.03%
886
+1
378
$368K 0.02%
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379
$368K 0.02%
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381
$365K 0.02%
8,531
-1,380
382
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$363K 0.02%
5,185
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385
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386
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387
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388
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9,628
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389
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390
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8,902
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391
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$334K 0.02%
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393
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4,355
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396
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589
397
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5,942
-113
398
$321K 0.02%
4,424
+120
399
$317K 0.02%
2,160
+1
400
$317K 0.02%
988
+129
14 15
16
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