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
526
$167K 0.01%
11,116
-46,313
527
$164K 0.01%
10,251
+618
528
$148K 0.01%
35,000
529
$136K 0.01%
+10,901
530
$127K 0.01%
10,900
-153
531
$126K 0.01%
10,853
-43
532
$79.5K ﹤0.01%
+10,014
533
$74.4K ﹤0.01%
10,500
534
$61K ﹤0.01%
16,310
+1,000
535
$58.1K ﹤0.01%
17,200
-2,500
536
$55.9K ﹤0.01%
+10,052
537
$31.7K ﹤0.01%
+865
538
$28.8K ﹤0.01%
+25,000
539
$22.8K ﹤0.01%
17,500
540
$13.9K ﹤0.01%
21,440
541
$12.8K ﹤0.01%
10,992
+158
542
– –
-39,050
543
– –
-29,392
544
– –
-1,950
545
– –
-15,041
546
– –
-1,200
547
– –
-962
548
– –
-5,142
549
– –
-2,035
550
– –
-2,744
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