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
1
$54.3M 3.18%
216,822
-1,704
2
$53M 3.11%
1,901,176
+577,448
3
$52.3M 3.07%
88,852
-858
4
$47.6M 2.79%
150,477
+19,596
5
$42.4M 2.48%
100,488
+6,254
6
$34.6M 2.03%
1,870,325
-130,437
7
$29.8M 1.75%
446,081
+9,921
8
$27.5M 1.61%
378,896
+43,399
9
$24M 1.41%
259,230
-4,579
10
$23.2M 1.36%
391,759
+22,943
11
$22.8M 1.34%
235,797
+3,572
12
$22.2M 1.3%
132,121
-280
13
$21.7M 1.27%
54,039
-201
14
$20.3M 1.19%
282,220
+51
15
$19.3M 1.13%
377,482
+327,757
16
$18.3M 1.07%
442,022
+19,410
17
$16.7M 0.98%
72,021
+59
18
$16.1M 0.94%
621,660
-71,448
19
$14.7M 0.86%
162,436
-2,070
20
$14.2M 0.83%
141,724
+71,277
21
$14.1M 0.83%
72,127
+5,618
22
$14.1M 0.83%
245,382
+18,547
23
$14M 0.82%
58,534
-1,750
24
$13.9M 0.81%
249,009
+13,084
25
$13.1M 0.77%
284,891
-39,610
1
2 3 4 5