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
$559M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$20.5M
3
+$20.1M
4
MSFT icon
Microsoft
MSFT
+$17.2M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$16.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.85%
2 Consumer Staples 6.76%
3 Healthcare 6.39%
4 Industrials 5.39%
5 Financials 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.84M 1.22%
+59,682
27
$6.28M 1.12%
+158,409
28
$6.21M 1.11%
+49,369
29
$6.18M 1.11%
+42,379
30
$6.09M 1.09%
+823,611
31
$5.38M 0.96%
+64,151
32
$5.37M 0.96%
+43,040
33
$5.27M 0.94%
+139,282
34
$5.14M 0.92%
+176,045
35
$5.04M 0.9%
+45,359
36
$4.84M 0.87%
+114,952
37
$4.82M 0.86%
+115,935
38
$4.72M 0.85%
+160,091
39
$4.43M 0.79%
+58,112
40
$4.25M 0.76%
+76,743
41
$4.25M 0.76%
+33,196
42
$4.21M 0.75%
+35,949
43
$4.05M 0.73%
+358,157
44
$3.94M 0.7%
+56,399
45
$3.87M 0.69%
+19,595
46
$3.62M 0.65%
+48,745
47
$3.46M 0.62%
+39,024
48
$3.44M 0.62%
+52,508
49
$3.37M 0.6%
+54,853
50
$3.2M 0.57%
+107,221
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