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
126
$2.99M 0.2%
32,582
-14,266
127
$2.95M 0.2%
33,845
+46
128
$2.95M 0.2%
57,452
+12,424
129
$2.95M 0.2%
22,483
-906
130
$2.94M 0.2%
18,535
-862
131
$2.94M 0.2%
121,900
+50,383
132
$2.91M 0.2%
41,042
-6
133
$2.89M 0.2%
98,414
-4,599
134
$2.76M 0.19%
55,089
+21,372
135
$2.75M 0.19%
19,258
+8,213
136
$2.7M 0.18%
55,980
+1,425
137
$2.67M 0.18%
31,892
-1,698
138
$2.65M 0.18%
17,383
+284
139
$2.64M 0.18%
17,484
+1,460
140
$2.64M 0.18%
496,779
-425
141
$2.56M 0.17%
36,282
+2,670
142
$2.55M 0.17%
57,148
+2,043
143
$2.54M 0.17%
100,829
+672
144
$2.54M 0.17%
50,652
+7,890
145
$2.53M 0.17%
55,486
-10,412
146
$2.51M 0.17%
11,946
-134
147
$2.5M 0.17%
16,894
+11,253
148
$2.44M 0.16%
52,717
+200
149
$2.43M 0.16%
22,564
+2,778
150
$2.42M 0.16%
82,599
+38,281
4 5
6
7 8