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
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
– –
-4,367
485
– –
-40,200
486
– –
-8,055
487
– –
-8,048
488
– –
-13,055
489
– –
-49,246
490
– –
-11,496
491
– –
-16,570
492
– –
-15,928
493
– –
-13,734
494
– –
-10,200
495
– –
-7,969
496
– –
-3,254
497
– –
-3,045
498
– –
-10,240
499
– –
-31,816
500
– –
-43,890
17 18 19
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