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
$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 10.78%
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
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328
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329
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330
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331
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332
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-11,554
333
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334
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335
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336
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337
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