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
126
$3.33M 0.2%
17,613
-138
127
$3.32M 0.19%
261,354
+42,534
128
$3.14M 0.18%
35,802
+855
129
$3.06M 0.18%
131,988
+7,350
130
$3.05M 0.18%
18,608
-201
131
$3.04M 0.18%
117,362
+30,308
132
$3.01M 0.18%
50,965
+3,948
133
$2.99M 0.18%
40,390
+963
134
$2.97M 0.17%
13,461
+530
135
$2.95M 0.17%
116,768
+11,687
136
$2.93M 0.17%
5,000
-189
137
$2.92M 0.17%
58,269
+293
138
$2.92M 0.17%
5,546
+479
139
$2.85M 0.17%
47,407
+5,657
140
$2.81M 0.16%
103,045
+813
141
$2.77M 0.16%
85,850
+1,487
142
$2.7M 0.16%
30,364
-655
143
$2.67M 0.16%
35,376
+954
144
$2.6M 0.15%
38,525
+27,419
145
$2.59M 0.15%
8,931
+655
146
$2.57M 0.15%
119,396
+92,316
147
$2.52M 0.15%
35,673
+114
148
$2.51M 0.15%
32,037
+3,825
149
$2.49M 0.15%
132,033
-41,551
150
$2.48M 0.15%
8,572
+2,351
4 5
6
7 8