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
401
$3K ﹤0.01%
22,500
402
– –
-2,688
403
– –
-6,461
404
– –
-38,099
405
– –
-5,545
406
– –
-4,428
407
– –
-3,188
408
– –
-2,497
409
– –
-10,551
410
– –
-4,068
411
– –
-15,794
412
– –
-7,282
413
– –
-11,810
414
– –
-14,710
415
– –
-1,060
416
– –
-12,500
417
– –
-5,704
418
– –
-19,442
419
– –
-15,060
420
– –
-6,966
421
– –
-2,882
422
– –
-580
423
– –
-4,426
424
– –
-4,352
425
– –
-5,355
15 16
17
18 19