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
101
$2.34M 0.25%
+48,566
102
$2.32M 0.24%
46,795
-7,062
103
$2.28M 0.24%
71,507
-400
104
$2.21M 0.23%
45,350
-150
105
$2.19M 0.23%
502,976
+44,700
106
$2.11M 0.22%
59,602
+30,462
107
$2.11M 0.22%
38,544
+8,518
108
$2.04M 0.22%
22,506
+8,998
109
$2.03M 0.21%
30,366
-5,991
110
$1.97M 0.21%
27,046
-965
111
$1.94M 0.2%
10,535
-570
112
$1.89M 0.2%
24,910
+3,863
113
$1.89M 0.2%
8,020
-1,268
114
$1.86M 0.2%
11,589
+930
115
$1.85M 0.2%
6,074
+601
116
$1.83M 0.19%
22,272
+10,989
117
$1.76M 0.18%
40,021
+1,088
118
$1.75M 0.18%
4,413
+17
119
$1.71M 0.18%
9,037
-440
120
$1.67M 0.18%
44,005
-9,169
121
$1.65M 0.17%
7,592
+2,035
122
$1.58M 0.17%
46,534
+36,713
123
$1.58M 0.17%
4,403
-1,676
124
$1.49M 0.16%
23,307
-1,820
125
$1.48M 0.16%
15,004
+581
3 4
5
6 7