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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
501
– –
-8,055
502
– –
-8,048
503
– –
-13,055
504
– –
-49,246
505
– –
-11,496
506
– –
-16,570
507
– –
-15,928
508
– –
-13,734
509
– –
-7,969
510
– –
-4,881
511
– –
-3,045
512
– –
-10,240
513
– –
-31,816
514
– –
-43,890
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