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
76
$6.54M 0.38%
193,378
+10,178
77
$6.54M 0.38%
239,246
+6,434
78
$6.26M 0.37%
63,564
+2,236
79
$6.06M 0.36%
25,223
+2,838
80
$5.88M 0.34%
144,962
+14,080
81
$5.8M 0.34%
218,805
+7,955
82
$5.76M 0.34%
27,360
-4,262
83
$5.73M 0.34%
59,340
-591
84
$5.7M 0.33%
45,957
+6,522
85
$5.63M 0.33%
116,546
-107,478
86
$5.56M 0.33%
9,500
+319
87
$5.45M 0.32%
209,123
-10,729
88
$5.43M 0.32%
90,475
-3,733
89
$5.23M 0.31%
+67,771
90
$5.19M 0.3%
10,160
+866
91
$5.04M 0.3%
99,134
+18,202
92
$5.02M 0.29%
81,837
-1,439
93
$4.97M 0.29%
140,009
+16,906
94
$4.96M 0.29%
61,184
+1,290
95
$4.95M 0.29%
119,860
+269
96
$4.77M 0.28%
116,465
+16,448
97
$4.7M 0.28%
168,608
-17,670
98
$4.53M 0.27%
87,654
+410
99
$4.52M 0.26%
90,056
+11,997
100
$4.47M 0.26%
13,887
-430
2 3
4
5 6