VWA

Visionary Wealth Advisors Portfolio holdings

AUM $1.96B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$951M
AUM Growth
+$59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$4.28M
3
+$4.09M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.87M
5
EFF
EATON VANCE FLOATING-RATE INCOME PLUS FUND
EFF
+$3.74M

Top Sells

1
+$4.38M
2
+$4.22M
3
+$3.97M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.55M
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$2.82M

Sector Composition

1 Technology 10.79%
2 Industrials 5.44%
3 Healthcare 4.91%
4 Consumer Staples 4.42%
5 Financials 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.94M 0.52%
283,744
+2,600
52
$4.68M 0.49%
91,549
+5,066
53
$4.67M 0.49%
55,058
+9,997
54
$4.58M 0.48%
78,815
+5,395
55
$4.53M 0.48%
137,563
+129,748
56
$4.39M 0.46%
94,610
-17,810
57
$4.38M 0.46%
79,862
-2,356
58
$4.3M 0.45%
41,064
-650
59
$4.29M 0.45%
76,837
-10,197
60
$4.24M 0.45%
31,990
-5,275
61
$4.22M 0.44%
39,879
+1,214
62
$4.18M 0.44%
259,446
+38,046
63
$4.15M 0.44%
16,687
+671
64
$4.08M 0.43%
63,799
-3,596
65
$3.97M 0.42%
17,748
+1,838
66
$3.97M 0.42%
36,350
-4,017
67
$3.97M 0.42%
25,660
-1,780
68
$3.92M 0.41%
81,146
-6,720
69
$3.74M 0.39%
+229,626
70
$3.63M 0.38%
16,451
+4,240
71
$3.6M 0.38%
98,835
+17,751
72
$3.57M 0.38%
45,175
-11,745
73
$3.56M 0.37%
46,868
+5,901
74
$3.56M 0.37%
57,202
+4,133
75
$3.48M 0.37%
68,021
+14,972
1 2
3
4 5