VWA
Visionary Wealth Advisors Portfolio holdings
AUM $1.67B
AUM
$1.67B
AUM Growth
-$39.7M (-2%)
Cap. Flow
+$24.8M
Cap. Flow % of AUM
1.49%
Top 10 Holdings %Top 10 Hldgs %
21.02%
Holding
569
New
35
Increased
249
Reduced
214
Closed
28
Top Buys
| 1 | $8.79M | |
| 2 | $7.55M | |
| 3 | $6.22M | |
| 4 | $4.76M | |
| 5 | $4.61M |
Top Sells
| 1 | $6.94M | |
| 2 | $6.05M | |
| 3 | $4.31M | |
| 4 | $4.06M | |
| 5 | $4.02M |
Sector Composition
| 1 | Technology | 11.59% |
| 2 | Industrials | 4.96% |
| 3 | Consumer Staples | 4.41% |
| 4 | Financials | 3.54% |
| 5 | Healthcare | 3.39% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $351K | 0.02% | 5,096 | – | – | |||
| $350K | 0.02% | 27,850 -8,855 | -24% | -$111K | |||
| $350K | 0.02% | 6,958 +2,796 | +67% | +$140K | |||
| $347K | 0.02% | 15,956 | – | – | |||
| $341K | 0.02% | 8,745 | New | +$341K | |||
| $340K | 0.02% | 1,458 +221 | +18% | +$51.5K | |||
| $338K | 0.02% | 11,330 | New | +$338K | |||
| $337K | 0.02% | 8,604 -100 | -1% | -$3.92K | |||
| $335K | 0.02% | 1,030 +75 | +8% | +$24.4K | |||
| $335K | 0.02% | 8,954 -615 | -6% | -$23K | |||
| $333K | 0.02% | 14,666 -2,141 | -13% | -$48.6K | |||
| $333K | 0.02% | 16,355 | New | +$333K | |||
| $331K | 0.02% | 5,617 +113 | +2% | +$6.66K | |||
| $331K | 0.02% | 16,497 +95 | +0.6% | +$1.9K | |||
| $331K | 0.02% | 12,630 -4,044 | -24% | -$106K | |||
| $329K | 0.02% | 8,186 -4,239 | -34% | -$170K | |||
| $329K | 0.02% | 5,505 -622 | -10% | -$37.2K | |||
| $328K | 0.02% | 7,073 | New | +$328K | |||
| $327K | 0.02% | 9,158 -6,853 | -43% | -$244K | |||
| $325K | 0.02% | 5,156 -76 | -1% | -$4.79K | |||
| $325K | 0.02% | 7,398 -466 | -6% | -$20.4K | |||
| $324K | 0.02% | 8,779 +620 | +8% | +$22.9K | |||
| $323K | 0.02% | 7,294 | – | – | |||
| $322K | 0.02% | 1,351 -62 | -4% | -$14.8K | |||
| $319K | 0.02% | 6,378 +52 | +0.8% | +$2.6K |
