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
$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
201
$210K 0.04%
+3,191
202
$208K 0.04%
+5,480
203
$153K 0.03%
+12,850
204
$95K 0.02%
+2,510
205
$41K 0.01%
+13,075
206
$14K ﹤0.01%
+2,721