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
76
$1.71M 0.31%
+18,677
77
$1.69M 0.3%
+76,235
78
$1.61M 0.29%
+7,560
79
$1.58M 0.28%
+21,241
80
$1.53M 0.27%
+21,518
81
$1.47M 0.26%
+33,062
82
$1.47M 0.26%
+24,264
83
$1.47M 0.26%
+46,380
84
$1.46M 0.26%
+56,438
85
$1.46M 0.26%
+6,456
86
$1.4M 0.25%
+17,258
87
$1.38M 0.25%
+8,347
88
$1.36M 0.24%
+15,443
89
$1.33M 0.24%
+9,224
90
$1.32M 0.24%
+21,478
91
$1.27M 0.23%
+136,976
92
$1.25M 0.22%
+59,248
93
$1.24M 0.22%
+9,687
94
$1.24M 0.22%
+28,205
95
$1.24M 0.22%
+9,517
96
$1.12M 0.2%
+18,821
97
$1.11M 0.2%
+22,904
98
$1.02M 0.18%
+7,509
99
$1M 0.18%
+10,454
100
$952K 0.17%
+11,154
2 3
4
5 6