VWA

Visionary Wealth Advisors Portfolio holdings

AUM $1.67B
AUM
$1.67B
AUM Growth
-$39.7M
Cap. Flow
+$24.8M
Cap. Flow %
1.49%
Top 10 Hldgs %
21.02%
Holding
569
New
35
Increased
249
Reduced
214
Closed
28

Top Buys

1
$8.79M
2
$7.55M
3
$6.22M
4
$4.76M
5
$4.61M

Top Sells

1
$6.94M
2
$6.05M
3
$4.31M
4
$4.06M
5
$4.02M

Sector Composition

1Technology11.59%
2Industrials4.96%
3Consumer Staples4.41%
4Financials3.54%
5Healthcare3.39%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$4.43M0.27%88,915
-27,631
-24%
-$1.38M
$4.3M0.26%83,359
-4,295
-5%
-$221K
$4.28M0.26%13,946
+59
+0.4%
+$18.1K
$4.24M0.25%86,264
-4,248
-5%
-$209K
$4.21M0.25%73,061
+1,144
+2%
+$65.9K
$4.19M0.25%95,658
-91,707
-49%
-$4.02M
$4.13M0.25%88,183
+10,881
+14%
+$509K
$4.09M0.25%80,381
+4,191
+6%
+$213K
$4.08M0.24%92,496
+355
+0.4%
+$15.7K
$4.03M0.24%43,164
-5,794
-12%
-$541K
$3.99M0.24%62,548
+542
+0.9%
+$34.6K
$3.99M0.24%190,104 New
+$3.99M
$3.96M0.24%23,159
+12,361
+114%
+$2.11M
$3.94M0.24%97,742
+3,646
+4%
+$147K
$3.87M0.23%153,655
+36,887
+32%
+$928K
$3.82M0.23%297,575
+36,221
+14%
+$465K
$3.81M0.23%145,290
+4,513
+3%
+$118K
$3.72M0.22%49,234
-699
-1%
-$52.9K
$3.68M0.22%17,455
+47
+0.3%
+$9.91K
$3.63M0.22%71,964
+2,116
+3%
+$107K
$3.6M0.22%68,113
+21,123
+45%
+$1.12M
$3.59M0.22%33,105
+1,068
+3%
+$116K
$3.5M0.21%70,128
-4,170
-6%
-$208K
$3.49M0.21%59,608
+8,643
+17%
+$506K
$3.48M0.21%147,684
+112
+0.1%
+$2.64K
1 3456723