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
$1.48B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$9.94M
2
+$7.17M
3
+$6.64M
4
PEP icon
PepsiCo
PEP
+$6.3M
5
ADP icon
Automatic Data Processing
ADP
+$5.99M

Top Sells

1
+$6.45M
2
+$6.07M
3
+$5.96M
4
PWR icon
Quanta Services
PWR
+$5.75M
5
WBA
Walgreens Boots Alliance
WBA
+$4.45M

Sector Composition

1 Technology 11.28%
2 Industrials 5.87%
3 Consumer Staples 4.31%
4 Financials 3.7%
5 Healthcare 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.57M 0.51%
64,459
-1,568
52
$7.55M 0.51%
105,199
+11,221
53
$7.53M 0.51%
277,380
+264,030
54
$7.5M 0.51%
178,138
+37,331
55
$7.48M 0.5%
117,025
+24,318
56
$7.45M 0.5%
129,296
-9,309
57
$7.43M 0.5%
168,159
-18,736
58
$7.3M 0.49%
41,716
+35,978
59
$7.29M 0.49%
25,634
-2,124
60
$7.21M 0.49%
28,842
+144
61
$6.87M 0.46%
211,536
+83,085
62
$6.77M 0.46%
174,029
-3,681
63
$6.7M 0.45%
19,453
+13
64
$6.63M 0.45%
60,239
+838
65
$6.61M 0.45%
70,060
-34,315
66
$6.48M 0.44%
241,083
-35,352
67
$6.38M 0.43%
50,709
+6,444
68
$6.36M 0.43%
27,810
-3,664
69
$6.29M 0.42%
25,200
+24,000
70
$6.24M 0.42%
101,963
-237
71
$6.09M 0.41%
14,492
+332
72
$6M 0.41%
236,919
-17,760
73
$5.91M 0.4%
212,808
+1,980
74
$5.71M 0.39%
63,220
-10,910
75
$5.56M 0.38%
96,170
+14,380
1 2
3
4 5