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
26
$11.2M 0.75%
61,207
+54,391
27
$11M 0.74%
69,907
+3,648
28
$11M 0.74%
61,482
-13,474
29
$10.8M 0.73%
585,849
-957
30
$10.5M 0.71%
329,471
-299
31
$10.5M 0.71%
79,310
-14,630
32
$10.3M 0.7%
296,485
+165,277
33
$10.2M 0.69%
169,492
-29
34
$10.1M 0.68%
64,514
-998
35
$10M 0.68%
55,487
-1,011
36
$10M 0.68%
54,929
-5,134
37
$9.71M 0.66%
1,102,099
+19,853
38
$9.68M 0.65%
59,265
-10,297
39
$9.66M 0.65%
83,086
-3,701
40
$9.44M 0.64%
337,694
+43,839
41
$9.39M 0.63%
24,466
-474
42
$9.03M 0.61%
53,356
-4,479
43
$8.97M 0.61%
60,329
+9,229
44
$8.33M 0.56%
182,742
+24,583
45
$8.32M 0.56%
329,361
-47,446
46
$8.24M 0.56%
17,142
+42
47
$8.2M 0.55%
188,085
+23,387
48
$8.09M 0.55%
88,052
+13,965
49
$7.88M 0.53%
49,844
+2,968
50
$7.63M 0.51%
181,741
-4,768
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