VWA

Visionary Wealth Advisors Portfolio holdings

AUM $2.22B
1-Year Est. Return 16.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.67%
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
+$5.08M
2
+$2.72M
3
+$2.52M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$2.39M
5
ZWS icon
Zurn Elkay Water Solutions
ZWS
+$2.38M

Top Sells

1
+$17.8M
2
+$14.8M
3
+$10.4M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$9.76M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$7.28M

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%
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