VWA
Visionary Wealth Advisors Portfolio holdings
AUM
$1.96B
1-Year Return
15.27%
This Quarter Return
+1.69%
1 Year Return
+15.27%
3 Year Return
+55.08%
5 Year Return
+87.77%
10 Year Return
–
AUM
$1.71B
AUM Growth
+$62.3M
(+3.8%)
Cap. Flow
+$58.7M
Cap. Flow
% of AUM
3.44%
Top 10 Holdings %
Top 10 Hldgs %
22.79%
Holding
569
New
36
Increased
256
Reduced
207
Closed
35
Top Buys
Top Sells
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$6.92M |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
$5.19M |
| 3 |
iShares Floating Rate Bond ETF
FLOT
|
$4.03M |
| 4 |
Vanguard Consumer Discretionary ETF
VCR
|
$3.35M |
| 5 |
Vanguard Health Care ETF
VHT
|
$3.3M |
Sector Composition
| 1 | Technology | 13.18% |
| 2 | Industrials | 5.95% |
| 3 | Consumer Staples | 4.12% |
| 4 | Financials | 3.84% |
| 5 | Healthcare | 2.95% |
