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
501
$224K 0.01%
+2,153
502
$223K 0.01%
+6,606
503
$223K 0.01%
+8,572
504
$222K 0.01%
8,702
+118
505
$222K 0.01%
+630
506
$221K 0.01%
1,545
-439
507
$221K 0.01%
4,388
508
$220K 0.01%
+3,592
509
$218K 0.01%
2,789
-477
510
$214K 0.01%
5,600
511
$212K 0.01%
1,772
+6
512
$212K 0.01%
7,915
513
$211K 0.01%
3,036
514
$210K 0.01%
5,365
-14,013
515
$209K 0.01%
+1,000
516
$208K 0.01%
+1,548
517
$205K 0.01%
694
+1
518
$204K 0.01%
793
-92
519
$203K 0.01%
+4,213
520
$203K 0.01%
8,130
521
$201K 0.01%
17,443
-35
522
$199K 0.01%
26,590
523
$192K 0.01%
14,384
+2,722
524
$190K 0.01%
+32,111
525
$174K 0.01%
11,458
-3,343
19 20
21
22 23