We are live on ! Find out more
VWA

Visionary Wealth Advisors Portfolio holdings

AUM $2.26B
1-Year Est. Return 19.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.51%
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
+$8.73M
2
+$7.22M
3
+$6.18M
4
PRFD icon
PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD
+$4.76M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$4.59M

Top Sells

1
+$7.08M
2
+$6.88M
3
+$4.7M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$4.26M
5
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$4.02M

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
551
– –
-7,655
552
– –
-6,668
553
– –
-7,602
554
– –
-18,725
555
– –
-1,069
556
– –
-1,594
557
– –
-14,708
558
– –
-6,609
559
– –
-15,496
560
– –
-16,126
561
– –
-1,933
562
– –
-4,675
563
– –
-2,323
564
– –
-39,050
565
– –
-29,392
566
– –
-1,950
567
– –
-15,041
568
– –
-1,200
569
– –
-1,927
19 20 21 22
23