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
101
$2.32M 0.24%
48,279
-365
102
$2.26M 0.23%
+81,268
103
$2.25M 0.23%
50,280
+1,472
104
$2.22M 0.23%
39,016
+3,283
105
$2.14M 0.22%
21,628
-7
106
$2.07M 0.22%
64,898
+13,075
107
$2.05M 0.21%
+83,630
108
$2.01M 0.21%
7,533
-702
109
$2M 0.21%
12,157
+107
110
$1.99M 0.21%
48,689
-128,020
111
$1.98M 0.21%
549,942
+2,592
112
$1.91M 0.2%
55,178
-53
113
$1.91M 0.2%
24,567
+51
114
$1.9M 0.2%
59,820
-984
115
$1.88M 0.2%
5,273
-304
116
$1.88M 0.19%
22,776
+307
117
$1.84M 0.19%
6,664
-43
118
$1.81M 0.19%
45,183
-22,117
119
$1.81M 0.19%
84,533
+1,593
120
$1.76M 0.18%
15,363
-3,685
121
$1.73M 0.18%
50,231
+1,186
122
$1.69M 0.18%
+25,741
123
$1.63M 0.17%
37,891
+17,867
124
$1.62M 0.17%
6,120
-60
125
$1.61M 0.17%
63,743
+24,574
3 4
5
6 7