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
$559M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$20.5M
3
+$20.1M
4
MSFT icon
Microsoft
MSFT
+$17.2M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$16.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.85%
2 Consumer Staples 6.76%
3 Healthcare 6.39%
4 Industrials 5.39%
5 Financials 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.15M 0.56%
+159,200
52
$3.15M 0.56%
+52,666
53
$3.01M 0.54%
+12,484
54
$2.98M 0.53%
+59,705
55
$2.82M 0.5%
+31,972
56
$2.81M 0.5%
+430,084
57
$2.67M 0.48%
+32,223
58
$2.64M 0.47%
+49,046
59
$2.52M 0.45%
+46,828
60
$2.48M 0.44%
+49,178
61
$2.46M 0.44%
+167,224
62
$2.45M 0.44%
+56,113
63
$2.43M 0.43%
+40,937
64
$2.41M 0.43%
+7,385
65
$2.29M 0.41%
+18,962
66
$2.27M 0.41%
+47,504
67
$2.21M 0.4%
+21,191
68
$2.12M 0.38%
+41,885
69
$1.96M 0.35%
+33,765
70
$1.92M 0.34%
+21,883
71
$1.88M 0.34%
+23,947
72
$1.88M 0.34%
+50,430
73
$1.83M 0.33%
+51,999
74
$1.83M 0.33%
+18,798
75
$1.71M 0.31%
+18,540
1 2
3
4 5