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
$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 10.79%
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
251
$302K 0.03%
3,902
+1,029
252
$300K 0.03%
2,173
+355
253
$299K 0.03%
+1,319
254
$297K 0.03%
2,510
-258
255
$297K 0.03%
3,018
+249
256
$294K 0.03%
+4,043
257
$294K 0.03%
+2,710
258
$294K 0.03%
21,053
-2,350
259
$292K 0.03%
3,465
+839
260
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+4,889
261
$288K 0.03%
4,099
-268
262
$288K 0.03%
8,577
+1,525
263
$288K 0.03%
+3,048
264
$287K 0.03%
5,772
+100
265
$280K 0.03%
4,805
-663
266
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3,556
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267
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268
$277K 0.03%
7,099
-101,770
269
$271K 0.03%
184
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270
$269K 0.03%
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271
$267K 0.03%
8,750
272
$266K 0.03%
8,955
+1,404
273
$265K 0.03%
2,796
274
$264K 0.03%
4,040
-1,033
275
$260K 0.03%
1,616
-81
9 10
11
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