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
126
$3.43M 0.21%
35,955
-415
127
$3.35M 0.2%
21,677
+4,064
128
$3.16M 0.19%
143,056
+11,068
129
$3.14M 0.19%
48,967
+10,442
130
$3.14M 0.19%
38,452
+6,321
131
$3.08M 0.18%
85,373
-11,978
132
$3.07M 0.18%
19,633
+547
133
$3.05M 0.18%
5,565
+19
134
$3.04M 0.18%
138,006
+18,610
135
$3.01M 0.18%
165,637
+61,772
136
$2.98M 0.18%
60,089
+1,820
137
$2.98M 0.18%
149,766
-59,439
138
$2.93M 0.18%
61,263
-11,353
139
$2.86M 0.17%
116,218
-61,143
140
$2.85M 0.17%
52,836
+755
141
$2.81M 0.17%
36,095
+422
142
$2.8M 0.17%
31,239
-4,563
143
$2.79M 0.17%
18,465
-143
144
$2.79M 0.17%
29,740
-624
145
$2.77M 0.17%
9,619
+1,047
146
$2.71M 0.16%
13,597
+136
147
$2.66M 0.16%
47,760
+353
148
$2.61M 0.16%
32,793
-7,634
149
$2.54M 0.15%
9,224
+293
150
$2.53M 0.15%
56,529
+1,796
4 5
6
7 8