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
376
$415K 0.02%
5,700
+444
377
$415K 0.02%
2,710
-50
378
$415K 0.02%
5,192
-90
379
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380
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25,432
+3,442
381
$398K 0.02%
9,574
382
$391K 0.02%
24,391
+3,488
383
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5,444
-149
384
$390K 0.02%
5,303
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385
$386K 0.02%
2,328
+293
386
$383K 0.02%
14,499
-2,415
387
$382K 0.02%
24,315
+2,590
388
$382K 0.02%
6,659
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389
$382K 0.02%
27,994
-120,793
390
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2,608
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391
$378K 0.02%
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392
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3,690
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393
$373K 0.02%
22,437
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394
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4,796
-16
395
$367K 0.02%
546
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396
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3,889
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397
$360K 0.02%
9,022
-25
398
$360K 0.02%
+9,673
399
$360K 0.02%
1,701
+11
400
$359K 0.02%
5,715
-58,964
14 15
16
17 18