VWA

Visionary Wealth Advisors Portfolio holdings

AUM $2.14B
1-Year Est. Return 16.9%
This Quarter Est. Return
1 Year Est. Return
+16.9%
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
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
– –
-2,342
536
– –
-3,598
537
– –
-3,279
538
– –
-22,080
539
– –
-2,351
540
– –
-401
541
– –
-4,209
542
– –
-10,500
543
– –
-16,441
544
– –
-7,027
545
– –
-10,002
546
– –
-3,910
547
– –
-3,515
548
– –
-78,903
549
– –
-53,061
550
– –
-878
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