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
501
$215K 0.01%
+6,772
502
$214K 0.01%
7,915
-500
503
$212K 0.01%
1,927
+15
504
$212K 0.01%
3,008
-360
505
$212K 0.01%
11,535
+53
506
$211K 0.01%
+1,594
507
$210K 0.01%
1,950
508
$209K 0.01%
5,577
+339
509
$209K 0.01%
+3,036
510
$208K 0.01%
4,162
-1,323
511
$206K 0.01%
8,584
+312
512
$206K 0.01%
1,596
-160
513
$206K 0.01%
6,668
514
$204K 0.01%
962
-85
515
$204K 0.01%
8,130
516
$204K 0.01%
7,863
517
$203K 0.01%
1,069
-50
518
$202K 0.01%
4,655
-961
519
$202K 0.01%
+5,142
520
$201K 0.01%
693
-12
521
$200K 0.01%
26,590
-1,200
522
$198K 0.01%
11,662
+501
523
$179K 0.01%
29,392
-4,330
524
$168K 0.01%
35,000
525
$168K 0.01%
10,896
-3,380
19 20
21
22 23