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
476
$261K 0.02%
1,975
+100
477
$261K 0.02%
1,990
-368
478
$258K 0.02%
1,040
-29
479
$256K 0.02%
7,866
+1,094
480
$252K 0.02%
7,888
481
$251K 0.02%
2,076
-358
482
$251K 0.02%
1,155
-44
483
$250K 0.02%
572
484
$248K 0.01%
1,349
-163
485
$244K 0.01%
5,424
+5
486
$243K 0.01%
778
487
$242K 0.01%
7,863
488
$241K 0.01%
3,396
+388
489
$238K 0.01%
1,622
+26
490
$236K 0.01%
4,723
+136
491
$234K 0.01%
6,804
492
$233K 0.01%
1,598
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493
$233K 0.01%
10,345
-9,975
494
$232K 0.01%
11,296
495
$231K 0.01%
6,251
496
$230K 0.01%
11,591
+56
497
$229K 0.01%
1,497
-1,946
498
$228K 0.01%
1,324
-79
499
$225K 0.01%
2,360
+46
500
$225K 0.01%
5,175
18 19
20
21 22