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
$1.48B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$9.94M
2
+$7.17M
3
+$6.64M
4
PEP icon
PepsiCo
PEP
+$6.3M
5
ADP icon
Automatic Data Processing
ADP
+$5.99M

Top Sells

1
+$6.45M
2
+$6.07M
3
+$5.96M
4
PWR icon
Quanta Services
PWR
+$5.75M
5
WBA
Walgreens Boots Alliance
WBA
+$4.45M

Sector Composition

1 Technology 11.28%
2 Industrials 5.87%
3 Consumer Staples 4.31%
4 Financials 3.7%
5 Healthcare 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$231K 0.02%
4,105
+128
452
$230K 0.02%
+2,500
453
$226K 0.02%
2,318
-122
454
$225K 0.02%
+9,461
455
$224K 0.02%
6,804
456
$223K 0.02%
+7,022
457
$223K 0.02%
+415
458
$223K 0.02%
33,770
+2,133
459
$222K 0.02%
2,445
-549
460
$221K 0.01%
6,022
-36,231
461
$220K 0.01%
+2,912
462
$219K 0.01%
+5,276
463
$218K 0.01%
+762
464
$216K 0.01%
5,319
+2
465
$215K 0.01%
+4,313
466
$214K 0.01%
+7,999
467
$212K 0.01%
+4,683
468
$212K 0.01%
+5,084
469
$210K 0.01%
+590
470
$209K 0.01%
+3,310
471
$206K 0.01%
8,443
+74
472
$204K 0.01%
35,000
473
$202K 0.01%
5,600
-1,000
474
$188K 0.01%
11,531
-88
475
$145K 0.01%
28,540
17 18
19
20 21