VWA

Visionary Wealth Advisors Portfolio holdings

AUM $2.22B
1-Year Est. Return 16.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.67%
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 +$17.4M
2 +$15.8M
3 +$7.16M
4
PWR icon
Quanta Services
PWR
+$6.3M
5
GSEW icon
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
+$5.38M

Top Sells

1 +$6.92M
2 +$5.2M
3 +$4.03M
4
VHT icon
Vanguard Health Care ETF
VHT
+$3.5M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$3.22M

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
526
$134K 0.01%
+14,708
527
$134K 0.01%
+11,053
528
$91.9K 0.01%
15,310
-2,000
529
$79.6K ﹤0.01%
19,700
-1,360
530
$73.4K ﹤0.01%
10,500
531
$31.5K ﹤0.01%
17,500
532
$14.6K ﹤0.01%
10,834
+110
533
$12.4K ﹤0.01%
21,440
-2,200
534
$10.8K ﹤0.01%
1,200
-100
535
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536
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537
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538
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539
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540
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541
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542
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544
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545
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546
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550
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