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
201
$1.44M 0.1%
7,989
-193
202
$1.43M 0.1%
13,568
-753
203
$1.41M 0.1%
63,030
-20,958
204
$1.4M 0.09%
21,257
+344
205
$1.38M 0.09%
11,000
+61
206
$1.38M 0.09%
4,898
-54
207
$1.36M 0.09%
58,503
-227
208
$1.35M 0.09%
46,954
+4,104
209
$1.35M 0.09%
7,973
+4,343
210
$1.33M 0.09%
20,318
+2,875
211
$1.33M 0.09%
16,325
+12,830
212
$1.32M 0.09%
4,723
+38
213
$1.31M 0.09%
22,261
+2,112
214
$1.3M 0.09%
93,534
-61,215
215
$1.28M 0.09%
38,115
-15,000
216
$1.27M 0.09%
50,120
+5,330
217
$1.24M 0.08%
13,247
-3,533
218
$1.23M 0.08%
18,950
+371
219
$1.22M 0.08%
4,684
+1,550
220
$1.2M 0.08%
1,579
+8
221
$1.2M 0.08%
21,309
-4,798
222
$1.18M 0.08%
21,629
-1,148
223
$1.14M 0.08%
17,782
+1,384
224
$1.13M 0.08%
3,079
-216
225
$1.12M 0.08%
4,555
+8
7 8
9
10 11