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
101
$3.93M 0.27%
86,664
+447
102
$3.93M 0.27%
22,338
+453
103
$3.86M 0.26%
8,486
+732
104
$3.84M 0.26%
89,498
-4,136
105
$3.8M 0.26%
47,186
+2,333
106
$3.78M 0.26%
74,863
+1,444
107
$3.75M 0.25%
37,337
+11,395
108
$3.75M 0.25%
69,704
-1,555
109
$3.57M 0.24%
18,300
-30,573
110
$3.56M 0.24%
40,189
+5,869
111
$3.48M 0.24%
175,599
+34,608
112
$3.48M 0.24%
86,956
+18,088
113
$3.45M 0.23%
40,258
+2,553
114
$3.42M 0.23%
81,234
-6,085
115
$3.41M 0.23%
35,832
-5,348
116
$3.39M 0.23%
60,607
+26,303
117
$3.25M 0.22%
46,255
+1,101
118
$3.2M 0.22%
+43,660
119
$3.17M 0.21%
94,273
+14,815
120
$3.13M 0.21%
100,116
+9,599
121
$3.1M 0.21%
9,742
-2,897
122
$3.06M 0.21%
12,546
-13,416
123
$3.03M 0.2%
72,515
+26
124
$3.03M 0.2%
118,967
+927
125
$3.02M 0.2%
5,767
-145
3 4
5
6 7