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
$971M
AUM Growth
-$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$4.27M
3
+$3.56M
4
IYY icon
iShares Dow Jones US ETF
IYY
+$2.78M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$2.58M

Top Sells

1
+$25.3M
2
+$5.13M
3
+$4.32M
4
AMGN icon
Amgen
AMGN
+$3.95M
5
BK icon
Bank of New York Mellon
BK
+$3.8M

Sector Composition

1 Technology 8.65%
2 Industrials 5.42%
3 Healthcare 4.58%
4 Consumer Staples 4.38%
5 Financials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.7M 1.1%
130,460
+19,898
27
$10.5M 1.08%
80,868
-33,221
28
$9.92M 1.02%
134,265
-1,259
29
$9.42M 0.97%
60,174
+9,071
30
$8.51M 0.88%
77,276
+2,536
31
$8.48M 0.87%
184,241
+150,632
32
$8.21M 0.85%
54,999
-8,250
33
$7.78M 0.8%
48,157
-1,050
34
$7.66M 0.79%
164,769
+3,990
35
$6.93M 0.71%
62,666
+11,408
36
$6.87M 0.71%
53,770
+27,882
37
$6.53M 0.67%
48,830
+78
38
$6.35M 0.65%
892,385
+20,700
39
$6.33M 0.65%
34,751
-1,458
40
$6.11M 0.63%
283,444
41
$5.93M 0.61%
113,913
+14,746
42
$5.65M 0.58%
149,220
+66,790
43
$5.52M 0.57%
167,048
+1,798
44
$5.43M 0.56%
53,565
+12,752
45
$5.39M 0.55%
18,572
-1,005
46
$5.31M 0.55%
72,235
-2,040
47
$5.17M 0.53%
47,897
+593
48
$5.14M 0.53%
98,044
+1,147
49
$5.11M 0.53%
48,399
+7,664
50
$4.79M 0.49%
235,003
+10,001
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