VWA

Visionary Wealth Advisors Portfolio holdings

AUM $1.67B
This Quarter Return
-1.59%
1 Year Return
+8.02%
3 Year Return
+25.66%
5 Year Return
+104.6%
10 Year Return
–
AUM
$1.67B
AUM Growth
-$39.7M
Cap. Flow
+$9.1M
Cap. Flow %
0.55%
Top 10 Hldgs %
21.02%
Holding
569
New
35
Increased
249
Reduced
214
Closed
28

Top Buys

1
$8.79M
2
$7.55M
3
$6.22M
4
$4.76M
5
$4.61M

Top Sells

1
$6.94M
2
$6.05M
3
$4.7M
4
$4.31M
5
$4.06M

Sector Composition

1Technology11.56%
2Industrials4.96%
3Consumer Staples4.41%
4Financials3.54%
5Healthcare3.39%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.94M0.12% 46,766
-98,196
-68%
-$4.06M
$1.92M0.12% 7,859
+118
+2%
+$28.9K
$1.91M0.11% 35,768
-1,247
-3%
-$66.5K
$1.9M0.11% 88,198
-408
-0.5%
-$8.77K
$1.89M0.11% 19,654
-781
-4%
-$75.2K
$1.88M0.11% 10,868
+4,382
+68%
+$759K
$1.88M0.11% 7,341
-382
-5%
-$97.6K
$1.87M0.11% 13,787
-359
-3%
-$48.7K
$1.87M0.11% 90,089
-389
-0.4%
-$8.07K
$1.84M0.11% 51,452
-663
-1%
-$23.7K
$1.81M0.11% 2,195
+42
+2%
+$34.7K
$1.81M0.11% 10,055
+797
+9%
+$143K
$1.77M0.11% 42,424
+169
+0.4%
+$7.05K
$1.77M0.11% 5,049
+57
+1%
+$20K
$1.75M0.11% 21,753
-73
-0.3%
-$5.89K
$1.74M0.1% 21,697
+7,113
+49%
+$572K
$1.73M0.1% 12,378
+661
+6%
+$92.4K
$1.7M0.1% 54,139
+5,278
+11%
+$166K
$1.68M0.1% 16,832
-765
-4%
-$76.4K
$1.65M0.1% 19,599
-2,820
-13%
-$238K
$1.65M0.1% 5,279
+86
+2%
+$26.9K
$1.61M0.1% 25,966
-11,343
-30%
-$702K
$1.6M0.1% 42,578
+609
+1%
+$22.8K
$1.56M0.09% 20,869
+467
+2%
+$34.9K
$1.56M0.09% 60,952
+27,076
+80%
+$691K
1 67891023