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
76
$5.55M 0.37%
59,247
+3,000
77
$5.47M 0.37%
73,738
-6,089
78
$5.47M 0.37%
85,825
+14,498
79
$5.36M 0.36%
292,355
+19,477
80
$5.3M 0.36%
56,025
+12,176
81
$5.3M 0.36%
109,834
+2,840
82
$4.84M 0.33%
108,296
-1,187
83
$4.8M 0.32%
60,179
+935
84
$4.72M 0.32%
81,321
-409
85
$4.63M 0.31%
112,352
+1,460
86
$4.62M 0.31%
93,954
+10,110
87
$4.62M 0.31%
245,938
+6,886
88
$4.58M 0.31%
9,429
-417
89
$4.52M 0.31%
86,221
+5,147
90
$4.5M 0.3%
16,642
-3,030
91
$4.44M 0.3%
15,411
+19
92
$4.36M 0.29%
38,414
-419
93
$4.23M 0.29%
70,597
+611
94
$4.18M 0.28%
102,196
+2,330
95
$4.16M 0.28%
82,148
+10,082
96
$4.16M 0.28%
+72,827
97
$4.1M 0.28%
111,598
-12,979
98
$4.07M 0.27%
9,168
-148
99
$3.98M 0.27%
77,899
+4,294
100
$3.95M 0.27%
7,530
-1,131
2 3
4
5 6