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
$971M
AUM Growth
-$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$4.27M
3
+$3.56M
4
IYY icon
iShares Dow Jones US ETF
IYY
+$2.78M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$2.58M

Top Sells

1
+$25.3M
2
+$5.13M
3
+$4.32M
4
AMGN icon
Amgen
AMGN
+$3.95M
5
BK icon
Bank of New York Mellon
BK
+$3.8M

Sector Composition

1 Technology 8.65%
2 Industrials 5.42%
3 Healthcare 4.58%
4 Consumer Staples 4.38%
5 Financials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.56M 0.37%
24,671
+50
77
$3.54M 0.36%
64,581
+17,132
78
$3.42M 0.35%
29,123
-1,848
79
$3.41M 0.35%
36,172
-36,886
80
$3.35M 0.35%
27,941
+24
81
$3.21M 0.33%
37,801
-1,977
82
$3M 0.31%
34,339
+743
83
$2.84M 0.29%
47,846
-1,143
84
$2.83M 0.29%
53,365
+1,157
85
$2.78M 0.29%
+25,769
86
$2.75M 0.28%
27,967
+1,297
87
$2.73M 0.28%
49,137
+4,536
88
$2.69M 0.28%
51,159
-1,090
89
$2.57M 0.27%
14,656
+413
90
$2.55M 0.26%
99,046
-21,144
91
$2.49M 0.26%
70,421
92
$2.48M 0.26%
50,200
+1,288
93
$2.48M 0.26%
68,499
+344
94
$2.47M 0.25%
24,265
+6,535
95
$2.36M 0.24%
10,802
+684
96
$2.33M 0.24%
520,866
+9,290
97
$2.25M 0.23%
67,186
-15,269
98
$2.19M 0.23%
26,779
+1,953
99
$2.08M 0.21%
53,377
-252
100
$2.05M 0.21%
27,248
+413
2 3
4
5 6