VWA
Visionary Wealth Advisors Portfolio holdings
AUM
$1.96B
1-Year Return
15.27%
This Quarter Return
+1.85%
1 Year Return
+15.27%
3 Year Return
+55.08%
5 Year Return
+87.77%
10 Year Return
–
AUM
$1.53B
AUM Growth
+$48.2M
(+3.3%)
Cap. Flow
+$32.6M
Cap. Flow
% of AUM
2.13%
Top 10 Holdings %
Top 10 Hldgs %
22.19%
Holding
520
New
37
Increased
232
Reduced
196
Closed
16
Top Buys
| 1 |
JPMorgan Global Select Equity ETF
JGLO
|
$4.36M |
| 2 |
JPMorgan Equity Premium Income ETF
JEPI
|
$4.25M |
| 3 |
Apple
AAPL
|
$3.39M |
| 4 |
Avantis Core Fixed Income ETF
AVIG
|
$3.3M |
| 5 |
Microsoft
MSFT
|
$3.23M |
Top Sells
| 1 |
Invesco NASDAQ 100 ETF
QQQM
|
$5.98M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$3.64M |
| 3 |
3M
MMM
|
$3.56M |
| 4 |
US Bancorp
USB
|
$3.52M |
| 5 |
First Trust Smith Unconstrained Bond ETF
UCON
|
$2.93M |
Sector Composition
| 1 | Technology | 12.46% |
| 2 | Industrials | 5.86% |
| 3 | Consumer Staples | 4.28% |
| 4 | Financials | 3.69% |
| 5 | Healthcare | 3.34% |
