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
76
$3.38M 0.35%
14,365
-12
77
$3.28M 0.34%
16,634
-252
78
$3.2M 0.33%
44,821
+228
79
$3.11M 0.32%
15,921
+65
80
$3.1M 0.32%
76,923
+10,324
81
$3.1M 0.32%
86,306
+452
82
$3.08M 0.32%
18,046
+203
83
$3.08M 0.32%
84,280
+1,395
84
$3.07M 0.32%
41,368
-80,165
85
$3.06M 0.32%
189,218
-240,395
86
$3.01M 0.31%
29,372
+3,259
87
$2.98M 0.31%
60,004
+5,584
88
$2.97M 0.31%
13,878
-2,905
89
$2.9M 0.3%
60,352
+1,038
90
$2.83M 0.29%
25,427
-1,530
91
$2.81M 0.29%
87,815
+18,059
92
$2.81M 0.29%
37,721
+1,877
93
$2.78M 0.29%
37,957
+57
94
$2.76M 0.29%
8,418
-1,464
95
$2.75M 0.29%
10,293
-2,926
96
$2.74M 0.28%
41,044
+32,599
97
$2.66M 0.28%
39,684
-2,392
98
$2.49M 0.26%
23,257
+21,005
99
$2.44M 0.25%
33,856
-46,243
100
$2.38M 0.25%
85,766
-33,889
2 3
4
5 6