We are live on ! Find out more
VWA

Visionary Wealth Advisors Portfolio holdings

AUM $2.26B
1-Year Est. Return 19.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.51%
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
+$6.7M
2
+$4.29M
3
+$4.09M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.89M
5
EFF
EATON VANCE FLOATING-RATE INCOME PLUS FUND
EFF
+$3.65M

Top Sells

1
+$5.94M
2
+$4.22M
3
+$3.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.46M
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$2.82M

Sector Composition

1 Technology 10.78%
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
326
– –
-111,320
327
– –
-20,644
328
– –
-40,100
329
– –
-5,362
330
– –
-14,932
331
– –
-5,792
332
– –
-1,267
333
– –
-11,554
334
– –
-1,509
335
– –
-3,118
336
– –
-2,910
337
– –
-3,814
10 11 12 13
14