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
126
$1.45M 0.15%
37,464
-3,355
127
$1.44M 0.15%
5,666
-35
128
$1.39M 0.15%
19,361
-301
129
$1.38M 0.15%
46,313
-1,763
130
$1.33M 0.14%
4,501
+1,259
131
$1.28M 0.13%
9,834
-5,263
132
$1.25M 0.13%
21,653
+130
133
$1.23M 0.13%
37,855
+5,138
134
$1.19M 0.13%
71,356
+1,468
135
$1.16M 0.12%
19,881
+660
136
$1.13M 0.12%
7,972
+918
137
$1.1M 0.12%
12,797
+3,235
138
$1.09M 0.11%
18,084
+4,190
139
$1.08M 0.11%
29,297
140
$1.07M 0.11%
4,864
+293
141
$1.05M 0.11%
18,699
-13,329
142
$1.05M 0.11%
33,941
143
$997K 0.1%
9,896
-639
144
$989K 0.1%
4,784
+290
145
$989K 0.1%
24,314
+4,610
146
$964K 0.1%
3,207
+89
147
$960K 0.1%
10,450
-562
148
$942K 0.1%
4,065
-77
149
$924K 0.1%
13,778
-363
150
$893K 0.09%
12,823
-133
4 5
6
7 8