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
$963M
AUM Growth
-$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$2.63M
3
+$2.26M
4
DVY icon
iShares Select Dividend ETF
DVY
+$2.25M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$2.18M

Top Sells

1
+$16.2M
2
+$13.4M
3
+$9.4M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$8.7M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$6.48M

Sector Composition

1 Technology 10.09%
2 Industrials 6.5%
3 Healthcare 5.33%
4 Consumer Staples 4.68%
5 Financials 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.04M 0.52%
75,311
-1,598
52
$4.98M 0.52%
44,109
+3,498
53
$4.84M 0.5%
1,006,030
+35,700
54
$4.71M 0.49%
123,958
+14,742
55
$4.7M 0.49%
68,046
+3,539
56
$4.66M 0.48%
524,489
+6,428
57
$4.66M 0.48%
121,019
+24,790
58
$4.62M 0.48%
147,144
+28,265
59
$4.59M 0.48%
53,518
+11,319
60
$4.43M 0.46%
66,965
-1,178
61
$4.32M 0.45%
88,476
+7,803
62
$4.24M 0.44%
44,432
+2,065
63
$4.2M 0.44%
81,994
+8,693
64
$4.01M 0.42%
40,480
+5,500
65
$3.97M 0.41%
+52,773
66
$3.96M 0.41%
44,094
-27,609
67
$3.93M 0.41%
88,472
-7,433
68
$3.88M 0.4%
175,266
-732,732
69
$3.87M 0.4%
144,465
-3,081
70
$3.86M 0.4%
149,850
+38,334
71
$3.62M 0.38%
85,501
-5,417
72
$3.62M 0.38%
76,156
-4,407
73
$3.47M 0.36%
114,285
-51,360
74
$3.42M 0.36%
21,727
+955
75
$3.38M 0.35%
38,523
-584
1 2
3
4 5