VWA

Visionary Wealth Advisors Portfolio holdings

AUM $1.96B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$951M
AUM Growth
+$59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$4.28M
3
+$4.09M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.87M
5
EFF
EATON VANCE FLOATING-RATE INCOME PLUS FUND
EFF
+$3.74M

Top Sells

1
+$4.38M
2
+$4.22M
3
+$3.97M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.55M
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$2.82M

Sector Composition

1 Technology 10.79%
2 Industrials 5.44%
3 Healthcare 4.91%
4 Consumer Staples 4.42%
5 Financials 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.69M 0.91%
65,392
-2,813
27
$8.45M 0.89%
121,974
-11,024
28
$8.42M 0.89%
77,325
-6,512
29
$8.26M 0.87%
22,659
-721
30
$8.17M 0.86%
49,351
+4,402
31
$8.16M 0.86%
98,955
+43,483
32
$7.77M 0.82%
47,302
-646
33
$7.23M 0.76%
47,718
+11,436
34
$7.14M 0.75%
157,689
-555
35
$7.14M 0.75%
862,235
+2,000
36
$6.63M 0.7%
73,491
-6,676
37
$6.45M 0.68%
50,213
-7,070
38
$6.3M 0.66%
96,705
+7,548
39
$6.17M 0.65%
50,631
-1,551
40
$6.17M 0.65%
36,268
-2,768
41
$5.53M 0.58%
173,227
-14,846
42
$5.33M 0.56%
33,302
-6,011
43
$5.32M 0.56%
64,665
+47,124
44
$5.3M 0.56%
76,603
-12,949
45
$5.22M 0.55%
84,846
-4,811
46
$5.19M 0.55%
98,386
+10,098
47
$5.1M 0.54%
47,163
-6
48
$5.05M 0.53%
476,875
+34,375
49
$5.01M 0.53%
19,498
+15,916
50
$5.01M 0.53%
219,121
+18,024
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