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
401
$371K 0.02%
1,318
-4
402
$364K 0.02%
9,047
-70
403
$363K 0.02%
3,261
-327
404
$363K 0.02%
+6,075
405
$362K 0.02%
6,208
-1,104
406
$361K 0.02%
7,153
-298
407
$361K 0.02%
633
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408
$359K 0.02%
1,602
-378
409
$358K 0.02%
955
-8,917
410
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1,984
-43
411
$350K 0.02%
10,001
+1,223
412
$348K 0.02%
1,403
+67
413
$348K 0.02%
2,760
-100
414
$346K 0.02%
2,511
+172
415
$342K 0.02%
7,864
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416
$338K 0.02%
3,187
417
$337K 0.02%
1,595
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418
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6,687
419
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16,807
-5,559
420
$334K 0.02%
1,512
+36
421
$332K 0.02%
9,876
-1,657
422
$332K 0.02%
5,232
+163
423
$331K 0.02%
3,791
-566
424
$330K 0.02%
10,371
-1,875
425
$329K 0.02%
5,096
+2,127
15 16
17
18 19