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
76
$6.22M 0.37%
+131,817
77
$6.13M 0.37%
266,369
-59,824
78
$6.09M 0.37%
23,508
+2,515
79
$5.87M 0.35%
1,091,932
-200,904
80
$5.72M 0.34%
145,325
+5,316
81
$5.54M 0.33%
9,614
+114
82
$5.46M 0.33%
205,330
-3,793
83
$5.45M 0.33%
59,565
-3,999
84
$5.21M 0.31%
84,315
+2,478
85
$5.19M 0.31%
100,229
+30,844
86
$5.15M 0.31%
67,709
-62
87
$4.97M 0.3%
120,546
+4,081
88
$4.91M 0.3%
193,905
-24,900
89
$4.89M 0.29%
119,153
-707
90
$4.76M 0.29%
+94,212
91
$4.73M 0.28%
153,251
+809
92
$4.66M 0.28%
42,525
-3,432
93
$4.66M 0.28%
8,333
+3,333
94
$4.65M 0.28%
9,909
-251
95
$4.64M 0.28%
103,340
+4,206
96
$4.6M 0.28%
62,362
+1,178
97
$4.58M 0.27%
145,896
+29,882
98
$4.57M 0.27%
92,448
+2,392
99
$4.5M 0.27%
51,671
-7,669
100
$4.47M 0.27%
75,834
-14,641
2 3
4
5 6