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
101
$4.43M 0.27%
88,915
-27,631
102
$4.3M 0.26%
83,359
-4,295
103
$4.28M 0.26%
13,946
+59
104
$4.24M 0.25%
86,264
-4,248
105
$4.21M 0.25%
73,061
+1,144
106
$4.19M 0.25%
95,658
-91,707
107
$4.13M 0.25%
88,183
+10,881
108
$4.09M 0.25%
80,381
+4,191
109
$4.08M 0.24%
92,496
+355
110
$4.03M 0.24%
43,164
-5,794
111
$3.99M 0.24%
62,548
+542
112
$3.99M 0.24%
+190,104
113
$3.96M 0.24%
23,159
+12,361
114
$3.94M 0.24%
97,742
+3,646
115
$3.87M 0.23%
153,655
+36,887
116
$3.82M 0.23%
297,575
+36,221
117
$3.81M 0.23%
145,290
+4,513
118
$3.72M 0.22%
49,234
-699
119
$3.68M 0.22%
17,455
+47
120
$3.63M 0.22%
71,964
+2,116
121
$3.6M 0.22%
68,113
+21,123
122
$3.59M 0.22%
33,105
+1,068
123
$3.5M 0.21%
70,128
-4,170
124
$3.49M 0.21%
59,608
+8,643
125
$3.48M 0.21%
147,684
+112
3 4
5
6 7