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VWA

Visionary Wealth Advisors Portfolio holdings

AUM $2.26B
1-Year Est. Return 19.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.51%
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
+$9.6M
2
+$6.73M
3
+$6.45M
4
PEP icon
PepsiCo
PEP
+$6.06M
5
ADP icon
Automatic Data Processing
ADP
+$5.86M

Top Sells

1
+$6.14M
2
+$5.72M
3
+$5.71M
4
PWR icon
Quanta Services
PWR
+$4.89M
5
WBA
Walgreens Boots Alliance
WBA
+$4.56M

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
1
$46.5M 3.14%
88,511
-4,188
2
$39.8M 2.69%
2,041,666
-87,568
3
$36.3M 2.45%
86,207
-4,945
4
$35.4M 2.39%
206,163
-517
5
$34.9M 2.36%
134,343
-22,120
6
$33.3M 2.25%
1,438,352
+149,428
7
$26M 1.75%
288,835
+16,966
8
$25.2M 1.7%
392,855
+75,036
9
$22.9M 1.55%
931,578
+85,266
10
$22.2M 1.5%
226,918
+44,171
11
$21.5M 1.45%
132,528
-1,371
12
$20.1M 1.35%
276,325
+44,588
13
$19.4M 1.31%
789,946
-262,078
14
$18.8M 1.27%
223,308
-1,988
15
$17.5M 1.18%
350,716
+12,363
16
$17.2M 1.16%
421,041
-2,106
17
$15.4M 1.04%
147,942
+63,784
18
$14.9M 1.01%
329,276
+11,338
19
$14.9M 1%
341,190
+9,996
20
$13.3M 0.9%
284,831
+38,359
21
$12.9M 0.87%
236,361
-73
22
$12.8M 0.86%
69,923
-16,681
23
$12.7M 0.86%
63,303
-171
24
$11.8M 0.8%
72,342
-3,896
25
$11.2M 0.76%
278,553
-866
1
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