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
$1.71B
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
51
$8.97M 0.53%
55,443
-7,217
52
$8.57M 0.5%
321,999
-1,768
53
$8.48M 0.5%
20,993
-1,238
54
$8.31M 0.49%
205,193
+8,880
55
$8.24M 0.48%
53,667
+469
56
$8.17M 0.48%
19,902
-889
57
$8.13M 0.48%
98,732
+409
58
$8.07M 0.47%
27,559
-99
59
$8.05M 0.47%
201,408
+5,545
60
$8.05M 0.47%
187,365
-72,392
61
$8.01M 0.47%
67,544
-73
62
$7.78M 0.46%
68,322
+806
63
$7.77M 0.46%
280,272
-4,662
64
$7.69M 0.45%
29,131
-269
65
$7.59M 0.45%
215,258
-18,491
66
$7.58M 0.44%
60,133
-20,118
67
$7.58M 0.44%
83,819
+2,620
68
$7.31M 0.43%
102,012
+696
69
$7.27M 0.43%
14,965
+143
70
$7.1M 0.42%
46,697
-827
71
$7.01M 0.41%
26,895
+865
72
$6.9M 0.4%
112,483
+1,573
73
$6.75M 0.4%
150,422
+55,198
74
$6.7M 0.39%
107,688
+6,083
75
$6.68M 0.39%
60,642
+870
1 2
3
4 5