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
101
$4.41M 0.26%
90,512
-24,896
102
$4.32M 0.25%
177,361
+145,833
103
$4.28M 0.25%
+64,679
104
$4.25M 0.25%
62,006
+3,194
105
$4.19M 0.25%
48,958
-15,514
106
$4.15M 0.24%
209,205
+13,334
107
$4.14M 0.24%
92,141
+1,151
108
$4.12M 0.24%
71,917
-391
109
$4.1M 0.24%
77,302
+34,693
110
$4.1M 0.24%
17,408
+676
111
$3.95M 0.23%
+152,442
112
$3.91M 0.23%
69,385
-5,328
113
$3.75M 0.22%
147,572
+8,543
114
$3.71M 0.22%
94,096
+3,973
115
$3.68M 0.22%
97,351
+8,251
116
$3.65M 0.21%
116,014
+3,534
117
$3.64M 0.21%
76,190
+6,292
118
$3.63M 0.21%
19,086
+1,075
119
$3.6M 0.21%
74,298
+12,174
120
$3.56M 0.21%
69,848
+10,549
121
$3.51M 0.21%
40,427
+1,338
122
$3.51M 0.21%
49,933
-1,095
123
$3.51M 0.21%
72,616
+14,058
124
$3.5M 0.21%
140,777
+20,432
125
$3.47M 0.2%
36,370
-70
3 4
5
6 7