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
201
$614K 0.06%
24,668
+125
202
$608K 0.06%
21,897
-200
203
$604K 0.06%
29,421
204
$594K 0.06%
26,186
-2,095
205
$592K 0.06%
7,959
+2,052
206
$590K 0.06%
6,438
+329
207
$585K 0.06%
24,042
+8,332
208
$580K 0.06%
2,109
-84
209
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20,509
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210
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6,036
-3,847
211
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1,499
+5
212
$561K 0.06%
9,703
+390
213
$560K 0.06%
11,177
+3,897
214
$558K 0.06%
15,547
-124
215
$551K 0.06%
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216
$538K 0.06%
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217
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30,718
-120
218
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6,614
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219
$525K 0.05%
+10,612
220
$517K 0.05%
8,782
+3,990
221
$515K 0.05%
6,485
-1,590
222
$512K 0.05%
1,783
-253
223
$510K 0.05%
15,021
+685
224
$507K 0.05%
7,139
-50
225
$501K 0.05%
3,051
-224
7 8
9
10 11