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
26
$13.6M 0.81%
237,248
-8,134
27
$13.1M 0.78%
395,672
+23,093
28
$13M 0.78%
252,971
+3,962
29
$13M 0.78%
75,101
+4,618
30
$12.7M 0.76%
75,944
-1,237
31
$12.2M 0.73%
23,772
+3,050
32
$11.9M 0.71%
450,899
+333,537
33
$11.6M 0.7%
406,274
-45,158
34
$11.6M 0.69%
55,179
-2,543
35
$11.5M 0.69%
60,461
+1,906
36
$10.9M 0.65%
182,487
+15,825
37
$10.9M 0.65%
65,025
-6,996
38
$10.8M 0.65%
320,073
-3,164
39
$10.7M 0.65%
700,449
-66,393
40
$10.7M 0.64%
98,497
+3,823
41
$10.5M 0.63%
55,659
-479
42
$10.4M 0.63%
87,777
+4,212
43
$10.1M 0.61%
27,580
+406
44
$10M 0.6%
48,455
+2,485
45
$9.96M 0.6%
348,964
+863
46
$9.74M 0.58%
162,247
-12,495
47
$9.09M 0.55%
193,192
-91,699
48
$8.99M 0.54%
220,597
+15,404
49
$8.9M 0.53%
72,092
+3,770
50
$8.9M 0.53%
196,167
-5,241
1
2
3 4 5