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
201
$1.51M 0.09%
19,307
+1,466
202
$1.51M 0.09%
5,193
+244
203
$1.49M 0.09%
19,454
-1,274
204
$1.47M 0.09%
18,308
-13,353
205
$1.46M 0.09%
48,861
+3,869
206
$1.46M 0.09%
+31,639
207
$1.45M 0.09%
13,304
-81
208
$1.45M 0.08%
31,404
+12,870
209
$1.43M 0.08%
20,402
-646
210
$1.41M 0.08%
17,561
+76
211
$1.39M 0.08%
24,256
+348
212
$1.39M 0.08%
11,762
+53
213
$1.35M 0.08%
54,080
+1,791
214
$1.35M 0.08%
7,613
-146
215
$1.34M 0.08%
22,226
+601
216
$1.33M 0.08%
+11,468
217
$1.32M 0.08%
58,135
218
$1.32M 0.08%
11,256
+294
219
$1.3M 0.08%
+5,559
220
$1.3M 0.08%
191,081
+38,429
221
$1.29M 0.08%
49,487
+5,436
222
$1.28M 0.08%
14,584
+107
223
$1.27M 0.07%
59,416
+18,775
224
$1.27M 0.07%
9,855
+64
225
$1.25M 0.07%
12,571
+697
7 8
9
10 11