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
176
$1.83M 0.12%
16,589
-316
177
$1.83M 0.12%
20,939
+2,945
178
$1.82M 0.12%
41,367
+18,942
179
$1.74M 0.12%
22,135
-350
180
$1.73M 0.12%
45,523
-1,051
181
$1.72M 0.12%
12,713
+26
182
$1.71M 0.12%
23,269
-18
183
$1.7M 0.11%
7,194
+1
184
$1.7M 0.11%
34,191
+11,656
185
$1.7M 0.11%
52,229
-6,437
186
$1.69M 0.11%
12,828
-126
187
$1.67M 0.11%
15,228
+3,431
188
$1.62M 0.11%
7,868
-670
189
$1.61M 0.11%
20,518
+1,188
190
$1.6M 0.11%
13,438
-1,328
191
$1.6M 0.11%
9,184
+175
192
$1.58M 0.11%
80,287
-8,529
193
$1.58M 0.11%
30,953
-85,839
194
$1.57M 0.11%
26,384
-1
195
$1.57M 0.11%
8,138
-303
196
$1.56M 0.11%
85,713
-894
197
$1.54M 0.1%
14,468
+3,934
198
$1.5M 0.1%
1,934
+62
199
$1.49M 0.1%
7,254
-114
200
$1.46M 0.1%
37,326
+347
6 7
8
9 10