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
151
$2.48M 0.15%
46,990
+14,204
152
$2.47M 0.14%
54,733
+1,305
153
$2.43M 0.14%
32,131
+3,403
154
$2.41M 0.14%
52,081
-1,629
155
$2.31M 0.14%
2,519
-258
156
$2.22M 0.13%
7,723
-102
157
$2.17M 0.13%
55,522
-3,193
158
$2.16M 0.13%
103,865
+15,752
159
$2.14M 0.13%
20,068
+221
160
$2.08M 0.12%
32,836
-28,272
161
$2.08M 0.12%
45,125
+2,109
162
$2.06M 0.12%
20,435
-84
163
$2.04M 0.12%
21,091
-179
164
$2.04M 0.12%
29,913
+243
165
$2.02M 0.12%
64,504
+53,314
166
$1.99M 0.12%
37,015
+1,075
167
$1.99M 0.12%
18,666
-1,620
168
$1.99M 0.12%
43,283
-12,012
169
$1.98M 0.12%
17,180
+490
170
$1.97M 0.12%
76,185
-551
171
$1.96M 0.12%
7,741
-276
172
$1.95M 0.11%
34,095
-688
173
$1.95M 0.11%
11,717
+140
174
$1.94M 0.11%
37,309
-1,334
175
$1.94M 0.11%
605
5 6
7
8 9