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
151
$804K 0.08%
28,155
152
$787K 0.08%
5,978
-3,319
153
$781K 0.08%
+13,103
154
$772K 0.08%
76,059
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155
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43,962
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156
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14,980
-7,295
157
$756K 0.08%
10,716
-1,287
158
$732K 0.08%
3,814
+351
159
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22,229
-38,511
160
$697K 0.07%
11,293
-10,379
161
$696K 0.07%
4,559
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162
$690K 0.07%
32,374
-4,498
163
$670K 0.07%
15,091
-598
164
$648K 0.07%
+24,650
165
$634K 0.07%
15,423
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166
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167
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24,561
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168
$618K 0.06%
12,178
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169
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5,283
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170
$611K 0.06%
20,676
171
$609K 0.06%
22,920
+22
172
$596K 0.06%
41,475
+15,275
173
$596K 0.06%
15,927
-482
174
$594K 0.06%
6,009
+1,282
175
$589K 0.06%
965
+193
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7
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