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
476
$253K 0.01%
2,541
+6
477
$253K 0.01%
915
-19
478
$252K 0.01%
3,266
-83
479
$251K 0.01%
11,296
-1,357
480
$246K 0.01%
+2,314
481
$245K 0.01%
1,933
-114
482
$243K 0.01%
1,458
+9
483
$241K 0.01%
+2,390
484
$239K 0.01%
6,804
485
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4,996
+27
486
$239K 0.01%
885
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487
$238K 0.01%
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488
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5,175
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489
$237K 0.01%
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490
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4,675
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491
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$234K 0.01%
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2,035
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495
$229K 0.01%
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496
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+13,644
497
$224K 0.01%
+4,388
498
$224K 0.01%
+2,744
499
$220K 0.01%
1,199
-20
500
$218K 0.01%
5,600
18 19
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