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
251
$1.05M 0.06%
+34,047
252
$1.03M 0.06%
8,025
+2,135
253
$1.03M 0.06%
24,691
-3,259
254
$1.03M 0.06%
22,650
+844
255
$1.01M 0.06%
11,018
-1,122
256
$1.01M 0.06%
3,180
+8
257
$994K 0.06%
4,208
-3
258
$991K 0.06%
4,005
-239
259
$986K 0.06%
21,403
-10,236
260
$985K 0.06%
1,816
-192
261
$982K 0.06%
28,131
262
$979K 0.06%
16,608
-834
263
$970K 0.06%
25,809
-653
264
$969K 0.06%
29,396
-1,230
265
$964K 0.06%
11,888
+1,920
266
$964K 0.06%
6,074
+270
267
$952K 0.06%
2,268
+98
268
$941K 0.06%
43,037
+17,789
269
$920K 0.06%
39,145
+5,989
270
$916K 0.06%
16,699
-4
271
$912K 0.05%
6,246
-322
272
$909K 0.05%
18,411
-6,736
273
$901K 0.05%
23,849
-25
274
$901K 0.05%
14,597
-20
275
$901K 0.05%
38,646
+4,394
9 10
11
12 13