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
51
$8.85M 0.53%
96,220
-2,512
52
$8.82M 0.53%
57,388
+3,721
53
$8.77M 0.53%
104,566
-16,175
54
$8.69M 0.52%
315,286
-6,713
55
$8.64M 0.52%
53,804
-1,639
56
$8.34M 0.5%
26,766
-129
57
$8.25M 0.5%
246,190
-84,307
58
$7.98M 0.48%
86,288
+2,469
59
$7.97M 0.48%
26,092
-1,467
60
$7.93M 0.48%
204,782
+11,404
61
$7.85M 0.47%
59,260
+56,977
62
$7.78M 0.47%
51,892
+5,195
63
$7.76M 0.47%
217,859
+2,601
64
$7.7M 0.46%
65,004
+4,362
65
$7.67M 0.46%
108,250
+6,238
66
$7.54M 0.45%
20,321
+419
67
$7.48M 0.45%
16,749
+1,784
68
$7.43M 0.45%
28,720
-411
69
$7.27M 0.44%
277,453
-2,819
70
$7.14M 0.43%
156,385
+5,963
71
$7.13M 0.43%
99,557
-8,131
72
$7.1M 0.43%
64,534
+4,401
73
$6.91M 0.41%
247,161
+7,915
74
$6.67M 0.4%
30,067
+4,844
75
$6.6M 0.4%
99,616
-12,867
1 2
3
4 5