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
276
$260K 0.03%
569
+4
277
$258K 0.03%
1,047
+3
278
$257K 0.03%
4,242
279
$257K 0.03%
+3,589
280
$255K 0.03%
2,917
281
$255K 0.03%
5,870
+250
282
$251K 0.03%
+7,278
283
$248K 0.03%
+2,339
284
$246K 0.03%
6,738
+342
285
$241K 0.03%
+6,925
286
$238K 0.03%
2,150
+20
287
$238K 0.03%
4,004
+6
288
$236K 0.02%
1,778
-12
289
$232K 0.02%
3,691
+231
290
$231K 0.02%
3,177
-423
291
$231K 0.02%
18,821
-4,360
292
$231K 0.02%
10,184
+577
293
$229K 0.02%
+3,259
294
$228K 0.02%
6,215
-1,775
295
$222K 0.02%
3,797
-452
296
$221K 0.02%
+4,319
297
$216K 0.02%
+1,178
298
$215K 0.02%
+1,076
299
$215K 0.02%
+1,885
300
$215K 0.02%
4,135
-2,205
10 11
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