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
$1.67B
AUM Growth
-$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
569
New
Increased
Reduced
Closed

Top Buys

1
+$8.79M
2
+$7.55M
3
+$6.22M
4
PRFD icon
PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD
+$4.76M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$4.61M

Top Sells

1
+$6.94M
2
+$6.05M
3
+$4.7M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$4.31M
5
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$4.06M

Sector Composition

1 Technology 11.56%
2 Industrials 4.96%
3 Consumer Staples 4.41%
4 Financials 3.54%
5 Healthcare 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.29M 0.08%
7,563
-50
227
$1.28M 0.08%
50,817
+1,330
228
$1.28M 0.08%
45,358
+1,887
229
$1.28M 0.08%
19,228
+4,288
230
$1.27M 0.08%
32,116
+3,151
231
$1.24M 0.07%
10,908
-854
232
$1.24M 0.07%
28,329
+10,624
233
$1.21M 0.07%
14,563
-4,167
234
$1.21M 0.07%
68,663
+33,232
235
$1.21M 0.07%
12,871
+177
236
$1.2M 0.07%
613
-107
237
$1.17M 0.07%
12,893
-664
238
$1.16M 0.07%
11,083
+5,034
239
$1.14M 0.07%
12,200
+1,000
240
$1.13M 0.07%
54,176
+2,426
241
$1.13M 0.07%
12,591
+20
242
$1.13M 0.07%
4,205
+539
243
$1.13M 0.07%
41,245
+446
244
$1.1M 0.07%
37,824
-80
245
$1.09M 0.07%
11,468
246
$1.09M 0.07%
10,587
+740
247
$1.09M 0.07%
6,360
+112
248
$1.07M 0.06%
+21,559
249
$1.06M 0.06%
5,129
+851
250
$1.06M 0.06%
3,211
-144
8 9
10
11 12