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
$1.54M0.09% 43,088
-1,296
-3%
-$46.4K
$1.54M0.09% 13,250
-54
-0.4%
-$6.28K
$1.51M0.09% 19,712
+258
+1%
+$19.7K
$1.51M0.09% 65,736
+6,437
+11%
+$148K
$1.51M0.09% 7,113
+65
+0.9%
+$13.8K
$1.5M0.09% 70,102
+10,686
+18%
+$228K
$1.49M0.09% 1,866
+195
+12%
+$155K
$1.48M0.09% 24,320
+64
+0.3%
+$3.88K
$1.47M0.09% 18,641
+5,954
+47%
+$470K
$1.47M0.09% 59,656
+21,382
+56%
+$525K
$1.44M0.09% 49,561
+3,809
+8%
+$111K
$1.42M0.09% 201,532
+10,451
+5%
+$73.7K
$1.42M0.09% 59,135
+1,000
+2%
+$24K
$1.4M0.08% 30,766
-638
-2%
-$29K
$1.39M0.08% 54,361
+281
+0.5%
+$7.18K
$1.38M0.08%
+73,729
 New
+$1.38M
$1.37M0.08%
+13,199
 New
+$1.37M
$1.36M0.08% 24,344
+2,118
+10%
+$119K
$1.36M0.08% 18,940
+5,964
+46%
+$428K
$1.36M0.08% 5,385
-196
-4%
-$49.3K
$1.35M0.08% 9,635
-32
-0.3%
-$4.49K
$1.32M0.08% 5,559––
$1.31M0.08% 49,368
+8,049
+19%
+$213K
$1.3M0.08% 16,840
-721
-4%
-$55.6K
$1.3M0.08% 10,624
+769
+8%
+$93.8K
1 789101123