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
151
$2.4M 0.16%
+61,965
152
$2.39M 0.16%
11,685
-3,300
153
$2.38M 0.16%
115,155
+8,532
154
$2.33M 0.16%
41,875
+565
155
$2.31M 0.16%
82,073
-4,129
156
$2.31M 0.16%
+28,252
157
$2.3M 0.16%
49,671
+19,838
158
$2.23M 0.15%
54,245
+3,472
159
$2.18M 0.15%
20,333
+48
160
$2.17M 0.15%
8,013
-209
161
$2.11M 0.14%
46,313
+6,174
162
$2.11M 0.14%
30,777
-29,202
163
$2.1M 0.14%
26,268
+2,713
164
$2.09M 0.14%
57,362
-11,809
165
$2.08M 0.14%
72,496
+5,345
166
$2.07M 0.14%
90,943
+10,174
167
$2.02M 0.14%
19,430
-245
168
$1.98M 0.13%
75,942
-39,194
169
$1.98M 0.13%
4,107
-362
170
$1.98M 0.13%
2,699
-719
171
$1.91M 0.13%
605
172
$1.87M 0.13%
14,232
-140
173
$1.85M 0.13%
24,381
+235
174
$1.85M 0.12%
7,101
+197
175
$1.84M 0.12%
53,798
+6,550
5 6
7
8 9