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
351
$499K 0.03%
18,731
+1,520
352
$498K 0.03%
11,721
353
$488K 0.03%
+8,962
354
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10,537
-15,345
355
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24,770
356
$481K 0.03%
5,193
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357
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3,920
-45
358
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-49
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360
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2,299
+15
361
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6,620
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362
$451K 0.03%
19,887
363
$449K 0.03%
8,983
-11,556
364
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8,539
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365
$443K 0.03%
4,769
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366
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368
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369
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370
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1,133
-821
371
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18,418
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372
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37,741
+342
373
$424K 0.03%
11,861
+1,055
374
$419K 0.03%
12,243
+5,030
375
$416K 0.03%
5,275
-2,157
13 14
15
16 17