VWA

Visionary Wealth Advisors Portfolio holdings

AUM $2.14B
1-Year Est. Return 16.9%
This Quarter Est. Return
1 Year Est. Return
+16.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$951M
AUM Growth
+$59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$4.28M
3
+$4.09M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.87M
5
EFF
EATON VANCE FLOATING-RATE INCOME PLUS FUND
EFF
+$3.74M

Top Sells

1
+$4.38M
2
+$4.22M
3
+$3.97M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.55M
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$2.82M

Sector Composition

1 Technology 10.78%
2 Industrials 5.44%
3 Healthcare 4.91%
4 Consumer Staples 4.42%
5 Financials 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$359K 0.04%
4,395
-143
227
$353K 0.04%
2,385
+99
228
$353K 0.04%
+11,952
229
$351K 0.04%
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230
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5,138
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231
$347K 0.04%
7,104
-3,076
232
$345K 0.04%
6,390
-1,700
233
$345K 0.04%
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234
$341K 0.04%
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235
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12,805
-7,736
236
$339K 0.04%
11,803
-28
237
$338K 0.04%
+9,911
238
$335K 0.04%
5,524
+28
239
$335K 0.04%
14,124
-45
240
$334K 0.04%
2,363
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241
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243
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8,557
+2,552
244
$326K 0.03%
6,119
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245
$315K 0.03%
418
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246
$314K 0.03%
1,371
-294
247
$311K 0.03%
3,395
+212
248
$307K 0.03%
1,786
+199
249
$305K 0.03%
+10,016
250
$305K 0.03%
8,483
-1,260
8 9
10
11 12