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
76
$3.47M 0.37%
54,327
+3,286
77
$3.46M 0.36%
15,440
-1,281
78
$3.46M 0.36%
27,331
+652
79
$3.38M 0.36%
24,011
+5,024
80
$3.36M 0.35%
+71,107
81
$3.35M 0.35%
65,074
+31,436
82
$3.34M 0.35%
+9,038
83
$3.32M 0.35%
28,115
+16,105
84
$3.09M 0.33%
35,445
-2,396
85
$2.98M 0.31%
39,609
-307
86
$2.96M 0.31%
23,604
+7,700
87
$2.88M 0.3%
24,311
-4,496
88
$2.85M 0.3%
+51,798
89
$2.76M 0.29%
49,908
-9,763
90
$2.76M 0.29%
52,705
-225
91
$2.73M 0.29%
24,990
+20,591
92
$2.68M 0.28%
8,408
+227
93
$2.63M 0.28%
28,795
-46,081
94
$2.53M 0.27%
9,911
+154
95
$2.52M 0.26%
77,437
+28,468
96
$2.51M 0.26%
96,877
+45,922
97
$2.51M 0.26%
46,891
-2,841
98
$2.47M 0.26%
30,288
-1,403
99
$2.46M 0.26%
71,578
-3,460
100
$2.45M 0.26%
24,423
+8,415
2 3
4
5 6