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
$963M
AUM Growth
-$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$2.63M
3
+$2.26M
4
DVY icon
iShares Select Dividend ETF
DVY
+$2.25M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$2.18M

Top Sells

1
+$16.2M
2
+$13.4M
3
+$9.4M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$8.7M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$6.48M

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
26
$9.25M 0.96%
74,931
+2,031
27
$9.13M 0.95%
29,709
-620
28
$8.9M 0.92%
61,940
-2,294
29
$8.42M 0.87%
289,394
-950
30
$7.87M 0.82%
66,271
+9,597
31
$7.87M 0.82%
90,105
+1,258
32
$7.66M 0.8%
46,868
-3,430
33
$7.15M 0.74%
53,286
+376
34
$7.11M 0.74%
44,026
+2,317
35
$7.06M 0.73%
67,573
-4,869
36
$7M 0.73%
161,958
-4,317
37
$6.51M 0.68%
57,654
+152
38
$5.92M 0.62%
73,358
+3,893
39
$5.89M 0.61%
105,144
-1,177
40
$5.79M 0.6%
130,138
-2,688
41
$5.73M 0.6%
157,713
+12,713
42
$5.73M 0.59%
14,829
+475
43
$5.66M 0.59%
25,302
+1,315
44
$5.65M 0.59%
67,078
+7,672
45
$5.54M 0.58%
40,325
+2,677
46
$5.47M 0.57%
52,172
-6,202
47
$5.46M 0.57%
135,241
+15,221
48
$5.38M 0.56%
79,145
+2,555
49
$5.3M 0.55%
119,290
+780
50
$5.28M 0.55%
23,432
+849
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