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
126
$1.23M 0.13%
8,178
-824
127
$1.2M 0.12%
13,816
+840
128
$1.17M 0.12%
34,301
+22,840
129
$1.16M 0.12%
5,210
+434
130
$1.14M 0.12%
92,219
+7,870
131
$1.11M 0.11%
4,308
+138
132
$1.11M 0.11%
17,361
-1,173
133
$1.11M 0.11%
37,652
-339
134
$1.06M 0.11%
19,616
+1,306
135
$1.03M 0.11%
13,663
+4,109
136
$1.02M 0.11%
6,394
+484
137
$1.02M 0.11%
16,798
+363
138
$1.02M 0.1%
5,187
+373
139
$1M 0.1%
9,960
+428
140
$992K 0.1%
7,440
+280
141
$940K 0.1%
2,703
+1,043
142
$924K 0.1%
33,725
+1,435
143
$915K 0.09%
13,509
+300
144
$887K 0.09%
7,480
-3,913
145
$885K 0.09%
3,401
+1,032
146
$858K 0.09%
3,852
+97
147
$822K 0.08%
11,051
+2,725
148
$820K 0.08%
10,598
+4,860
149
$818K 0.08%
13,486
+9,650
150
$809K 0.08%
1,406
+74
4 5
6
7 8