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
26
$13.1M 0.77%
90,505
-168
27
$12.9M 0.76%
372,579
+45,831
28
$12.8M 0.75%
58,555
+6,942
29
$12.7M 0.75%
94,674
+4,390
30
$12.4M 0.73%
27,296
+929
31
$12.4M 0.73%
451,432
-799
32
$12.3M 0.72%
766,842
+102,544
33
$11.9M 0.7%
70,483
+1,820
34
$11.8M 0.69%
330,497
-38,067
35
$11.6M 0.68%
326,193
+53,295
36
$11.3M 0.66%
247,135
+2,467
37
$11.2M 0.66%
77,181
+125
38
$11.2M 0.65%
20,722
+2,820
39
$10.8M 0.63%
323,237
+1,410
40
$10.7M 0.63%
45,970
-29,755
41
$10.6M 0.62%
27,174
+426
42
$10.4M 0.61%
56,138
-1,040
43
$10.3M 0.61%
166,662
+49,505
44
$10.3M 0.6%
57,722
+1,196
45
$9.83M 0.58%
398,629
+102,727
46
$9.63M 0.56%
1,292,836
+188,384
47
$9.41M 0.55%
348,101
-664
48
$9.28M 0.54%
120,741
-2,784
49
$9.14M 0.54%
174,742
+631
50
$8.99M 0.53%
83,565
-493
1
2
3 4 5