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
101
$1.94M 0.2%
4,529
+270
102
$1.94M 0.2%
24,843
+383
103
$1.89M 0.19%
27,114
-474
104
$1.89M 0.19%
4,709
+6
105
$1.86M 0.19%
5,680
-249
106
$1.81M 0.19%
17,021
-4,977
107
$1.81M 0.19%
10,674
-661
108
$1.79M 0.18%
5,274
+340
109
$1.77M 0.18%
28,442
+5,309
110
$1.75M 0.18%
15,110
+3,540
111
$1.74M 0.18%
9,042
+167
112
$1.72M 0.18%
8,095
-96
113
$1.7M 0.18%
82,240
+2,400
114
$1.68M 0.17%
16,358
+550
115
$1.65M 0.17%
12,340
+2,060
116
$1.64M 0.17%
40,011
-11
117
$1.61M 0.17%
30,965
+22,880
118
$1.6M 0.16%
21,500
+8,311
119
$1.55M 0.16%
9,140
-1,316
120
$1.55M 0.16%
41,416
+4,985
121
$1.43M 0.15%
45,300
+50
122
$1.41M 0.14%
33,048
+1,408
123
$1.31M 0.14%
12,915
+5,557
124
$1.28M 0.13%
76,540
+956
125
$1.24M 0.13%
4,218
+1,196
3 4
5
6 7