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VWA

Visionary Wealth Advisors Portfolio holdings

AUM $2.26B
1-Year Est. Return 19.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.51%
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
+$9.6M
2
+$6.73M
3
+$6.45M
4
PEP icon
PepsiCo
PEP
+$6.06M
5
ADP icon
Automatic Data Processing
ADP
+$5.86M

Top Sells

1
+$6.14M
2
+$5.72M
3
+$5.71M
4
PWR icon
Quanta Services
PWR
+$4.89M
5
WBA
Walgreens Boots Alliance
WBA
+$4.56M

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
476
$144K 0.01%
+15,500
477
$120K 0.01%
18,160
+300
478
$102K 0.01%
13,984
-1,500
479
$56.3K ﹤0.01%
22,060
+400
480
$34.1K ﹤0.01%
17,500
481
$25.1K ﹤0.01%
1,300
+200
482
$4.96K ﹤0.01%
+316
483
$4.85K ﹤0.01%
23,700
-2,100
484
– –
-10,200
485
– –
-14,565
486
– –
-529
487
– –
-11,252
488
– –
-26,848
489
– –
-9,159
490
– –
-5,488
491
– –
-10,086
492
– –
-2,571
493
– –
-7,385
494
– –
-6,956
495
– –
-32,391
496
– –
-30,944
497
– –
-17,488
498
– –
-67
499
– –
-4,367
500
– –
-40,200
17 18 19
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