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
401
$351K 0.02%
5,096
402
$350K 0.02%
27,850
-8,855
403
$350K 0.02%
6,958
+2,796
404
$347K 0.02%
15,956
405
$341K 0.02%
+8,745
406
$340K 0.02%
1,458
+221
407
$338K 0.02%
+11,330
408
$337K 0.02%
8,604
-100
409
$335K 0.02%
1,030
+75
410
$335K 0.02%
8,954
-615
411
$333K 0.02%
14,666
-2,141
412
$333K 0.02%
+16,355
413
$331K 0.02%
5,617
+113
414
$331K 0.02%
16,497
+95
415
$331K 0.02%
12,630
-4,044
416
$329K 0.02%
8,186
-4,239
417
$329K 0.02%
5,505
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418
$328K 0.02%
+7,073
419
$327K 0.02%
9,158
-6,853
420
$325K 0.02%
5,156
-76
421
$325K 0.02%
7,398
-466
422
$324K 0.02%
8,779
+620
423
$323K 0.02%
7,294
424
$322K 0.02%
1,351
-62
425
$319K 0.02%
6,378
+52
15 16
17
18 19