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
426
$317K 0.02%
6,326
+54
427
$317K 0.02%
9,930
+661
428
$317K 0.02%
5,256
-475
429
$316K 0.02%
11,574
430
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8,704
431
$315K 0.02%
17,177
432
$313K 0.02%
9,569
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433
$312K 0.02%
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434
$311K 0.02%
2,358
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435
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-51
436
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437
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6,504
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438
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8,159
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439
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1,237
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440
$300K 0.02%
526
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441
$299K 0.02%
12,466
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445
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17,478
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446
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2,543
447
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+9,309
448
$289K 0.02%
6,609
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449
$285K 0.02%
2,470
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450
$283K 0.02%
4,669
+25
16 17
18
19 20