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
151
$1.21M 0.13%
24,030
-4,095
152
$1.18M 0.12%
6,595
+1,113
153
$1.16M 0.12%
15,548
-18,095
154
$1.16M 0.12%
25,798
-3,824
155
$1.14M 0.12%
21,673
-390
156
$1.1M 0.11%
61,149
+7,103
157
$1.08M 0.11%
3,808
-539
158
$1.08M 0.11%
44,875
+2,023
159
$1.08M 0.11%
12,511
-6,239
160
$1.08M 0.11%
17,447
-1,495
161
$1.07M 0.11%
18,550
-2,500
162
$1.07M 0.11%
5,158
-577
163
$1.05M 0.11%
17,432
-5,820
164
$1.03M 0.11%
15,986
+1,952
165
$1.02M 0.11%
5,960
+72
166
$1.01M 0.11%
8,357
-522
167
$1M 0.1%
23,792
+168
168
$994K 0.1%
31,516
-11,768
169
$994K 0.1%
10,706
-342
170
$987K 0.1%
7,659
-1,416
171
$971K 0.1%
28,017
-5,693
172
$952K 0.1%
6,415
-3,058
173
$945K 0.1%
7,758
-7
174
$911K 0.09%
14,820
+1,989
175
$899K 0.09%
63,690
+1,248
5 6
7
8 9