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
$971M
AUM Growth
-$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$4.27M
3
+$3.56M
4
IYY icon
iShares Dow Jones US ETF
IYY
+$2.78M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$2.58M

Top Sells

1
+$25.3M
2
+$5.13M
3
+$4.32M
4
AMGN icon
Amgen
AMGN
+$3.95M
5
BK icon
Bank of New York Mellon
BK
+$3.8M

Sector Composition

1 Technology 8.65%
2 Industrials 5.42%
3 Healthcare 4.58%
4 Consumer Staples 4.38%
5 Financials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$236K 0.02%
4,475
+270
277
$234K 0.02%
1,567
-12
278
$233K 0.02%
907
-30
279
$231K 0.02%
3,962
+146
280
$224K 0.02%
1,569
-11
281
$223K 0.02%
711
+199
282
$220K 0.02%
1,659
-12
283
$215K 0.02%
2,198
284
$214K 0.02%
+626
285
$213K 0.02%
5,825
-750
286
$210K 0.02%
+1,217
287
$207K 0.02%
2,740
-176
288
$207K 0.02%
1,647
-625
289
$206K 0.02%
+2,838
290
$204K 0.02%
+6,380
291
$203K 0.02%
2,806
-289
292
$202K 0.02%
+6,500
293
$201K 0.02%
6,041
+100
294
$201K 0.02%
6,251
-1,310
295
$177K 0.02%
+10,323
296
$169K 0.02%
15,897
+280
297
$161K 0.02%
10,758
+125
298
$155K 0.02%
+25,200
299
$128K 0.01%
12,900
-5,600
300
$125K 0.01%
13,098
+1,950
10 11
12
13 14