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
126
$1.6M 0.17%
81,776
+60,776
127
$1.58M 0.16%
16,457
+2,417
128
$1.58M 0.16%
28,509
+1,104
129
$1.49M 0.15%
17,166
+1,398
130
$1.48M 0.15%
9,085
+76
131
$1.48M 0.15%
15,422
+422
132
$1.46M 0.15%
18,164
-1,416
133
$1.43M 0.15%
9,212
+21
134
$1.42M 0.15%
8,488
-197
135
$1.42M 0.15%
19,288
136
$1.41M 0.15%
84,844
+626
137
$1.4M 0.15%
25,067
-2,915
138
$1.4M 0.15%
31,418
-5,162
139
$1.39M 0.14%
10,277
+281
140
$1.39M 0.14%
15,660
-769
141
$1.38M 0.14%
18,236
-4,212
142
$1.38M 0.14%
45,675
-5,985
143
$1.36M 0.14%
57,217
-1,573
144
$1.35M 0.14%
11,132
-28,126
145
$1.35M 0.14%
19,762
-1,264
146
$1.3M 0.13%
606
147
$1.28M 0.13%
+14,694
148
$1.26M 0.13%
39,276
-49
149
$1.24M 0.13%
44,031
+4,265
150
$1.22M 0.13%
5,305
-6,186
4 5
6
7 8