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
376
$429K 0.03%
9,550
-3,766
377
$427K 0.03%
5,282
+46
378
$419K 0.02%
21,990
+2,239
379
$418K 0.02%
37,399
+425
380
$415K 0.02%
18,195
+923
381
$415K 0.02%
14,801
-82
382
$412K 0.02%
9,574
383
$412K 0.02%
2,284
-27
384
$411K 0.02%
5,240
+75
385
$409K 0.02%
1,690
-2,534
386
$404K 0.02%
10,806
387
$402K 0.02%
2,035
+234
388
$399K 0.02%
6,127
+3
389
$398K 0.02%
21,838
+241
390
$396K 0.02%
+9,803
391
$395K 0.02%
21,725
+1,530
392
$395K 0.02%
3,004
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393
$394K 0.02%
1,413
-93
394
$393K 0.02%
3,809
395
$393K 0.02%
20,903
+2,908
396
$393K 0.02%
5,593
-165
397
$393K 0.02%
10,765
+2,851
398
$382K 0.02%
16,402
-496
399
$375K 0.02%
15,956
+3,390
400
$373K 0.02%
13,537
+144
14 15
16
17 18