VWA

Visionary Wealth Advisors Portfolio holdings

AUM $2.14B
1-Year Est. Return 16.9%
This Quarter Est. Return
1 Year Est. Return
+16.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$559M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$20.5M
3
+$20.1M
4
MSFT icon
Microsoft
MSFT
+$17.2M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$16.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.85%
2 Consumer Staples 6.76%
3 Healthcare 6.39%
4 Industrials 5.39%
5 Financials 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$266K 0.05%
+3,983
177
$261K 0.05%
+888
178
$261K 0.05%
+4,054
179
$261K 0.05%
+13,494
180
$257K 0.05%
+1,863
181
$255K 0.05%
+4,744
182
$249K 0.04%
+2,933
183
$247K 0.04%
+3,005
184
$246K 0.04%
+9,796
185
$246K 0.04%
+14,774
186
$239K 0.04%
+6,332
187
$239K 0.04%
+6,048
188
$237K 0.04%
+8,126
189
$235K 0.04%
+3,389
190
$230K 0.04%
+1,085
191
$230K 0.04%
+4,494
192
$228K 0.04%
+3,615
193
$223K 0.04%
+3,304
194
$222K 0.04%
+11,260
195
$222K 0.04%
+55,000
196
$219K 0.04%
+733
197
$216K 0.04%
+3,311
198
$215K 0.04%
+1,888
199
$214K 0.04%
+1,870
200
$211K 0.04%
+543
5 6 7
8
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