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
151
$879K 0.09%
5,514
+193
152
$875K 0.09%
12,138
-1,655
153
$860K 0.09%
13,365
+3,385
154
$852K 0.09%
3,825
-33
155
$836K 0.09%
29,900
-2,325
156
$792K 0.08%
5,931
+2,696
157
$780K 0.08%
7,560
-760
158
$778K 0.08%
+52,740
159
$777K 0.08%
12,721
-227
160
$763K 0.08%
10,375
-2,024
161
$762K 0.08%
24,395
162
$762K 0.08%
57,080
-2,720
163
$759K 0.08%
6,544
+1,048
164
$755K 0.08%
3,567
+559
165
$741K 0.08%
17,023
+923
166
$735K 0.08%
+31,317
167
$733K 0.08%
7,189
+3,405
168
$726K 0.08%
18,518
+7,229
169
$720K 0.08%
6,960
+680
170
$699K 0.07%
43,644
-9,216
171
$672K 0.07%
10,263
-6,131
172
$672K 0.07%
13,690
-1,040
173
$670K 0.07%
13,658
-12,406
174
$634K 0.07%
12,495
-1,473
175
$623K 0.07%
1,311
+436
5 6
7
8 9