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
426
$319K 0.02%
597
-36
427
$318K 0.02%
+13,174
428
$316K 0.02%
1,602
429
$316K 0.02%
1,297
-21
430
$312K 0.02%
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-99
431
$310K 0.02%
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432
$309K 0.02%
1,336
+46
433
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14,004
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435
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436
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437
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6,399
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438
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439
$302K 0.02%
5,634
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440
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+98
441
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442
$301K 0.02%
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4,318
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448
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10,774
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449
$292K 0.02%
7,641
+2,064
450
$292K 0.02%
8,969
-4,568
16 17
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