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
176
$877K 0.09%
40,252
+23,654
177
$869K 0.09%
9,555
+5
178
$866K 0.09%
96,981
-19,879
179
$865K 0.09%
17,272
+882
180
$864K 0.09%
7,234
+2,185
181
$856K 0.09%
20,849
+230
182
$828K 0.09%
68,210
-21,930
183
$768K 0.08%
11,365
184
$759K 0.08%
3,898
-439
185
$758K 0.08%
49,445
-7,563
186
$739K 0.08%
10,188
-1,460
187
$719K 0.07%
9,050
-427
188
$718K 0.07%
37,413
-2,736
189
$712K 0.07%
2,566
+8
190
$711K 0.07%
8,828
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$682K 0.07%
16,217
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192
$660K 0.07%
6,345
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193
$657K 0.07%
13,924
-1,005
194
$647K 0.07%
1,999
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195
$643K 0.07%
1,272
-85
196
$640K 0.07%
4,498
+2,073
197
$637K 0.07%
24,273
-757
198
$635K 0.07%
3,065
199
$621K 0.06%
7,811
+721
200
$619K 0.06%
3,482
-1,183
6 7
8
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