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
176
$1.93M 0.11%
148,787
+52,425
177
$1.92M 0.11%
52,115
-907
178
$1.89M 0.11%
16,316
+14,501
179
$1.87M 0.11%
14,146
-4,927
180
$1.86M 0.11%
42,255
-2,349
181
$1.85M 0.11%
90,478
-28,527
182
$1.85M 0.11%
41,969
+725
183
$1.85M 0.11%
88,606
-26,751
184
$1.85M 0.11%
17,597
+299
185
$1.77M 0.1%
1,671
+48
186
$1.76M 0.1%
10,798
+4,451
187
$1.76M 0.1%
21,826
+356
188
$1.75M 0.1%
9,489
+4,026
189
$1.74M 0.1%
9,258
-62
190
$1.7M 0.1%
22,419
+1,101
191
$1.69M 0.1%
18,730
+601
192
$1.66M 0.1%
2,153
+471
193
$1.61M 0.09%
47,268
-8,232
194
$1.59M 0.09%
44,384
-3,331
195
$1.59M 0.09%
7,048
-83
196
$1.59M 0.09%
59,299
+1,282
197
$1.58M 0.09%
35,020
-19,070
198
$1.58M 0.09%
4,992
+252
199
$1.56M 0.09%
5,581
-106
200
$1.54M 0.09%
9,667
-1,612
6 7
8
9 10