VWA
Visionary Wealth Advisors Portfolio holdings
AUM
$1.96B
1-Year Return
15.27%
This Quarter Return
-1.92%
1 Year Return
+15.27%
3 Year Return
+55.08%
5 Year Return
+87.77%
10 Year Return
–
AUM
$1.23B
AUM Growth
-$15.1M
(-1.2%)
Cap. Flow
+$20.1M
Cap. Flow
% of AUM
1.63%
Top 10 Holdings %
Top 10 Hldgs %
22.79%
Holding
484
New
22
Increased
201
Reduced
194
Closed
39
Top Buys
| 1 |
Home Depot
HD
|
$5.31M |
| 2 |
NextEra Energy, Inc.
NEE
|
$4.46M |
| 3 |
JPMorgan Active Value ETF
JAVA
|
$3.66M |
| 4 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$3M |
| 5 |
First Trust Long Duration Opportunities ETF
LGOV
|
$2.92M |
Top Sells
| 1 |
Dominion Energy
D
|
$3.97M |
| 2 |
Broadcom
AVGO
|
$2.57M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.81M |
| 4 |
Exxon Mobil
XOM
|
$1.78M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$1.68M |
Sector Composition
| 1 | Technology | 10.65% |
| 2 | Industrials | 6.31% |
| 3 | Healthcare | 4.42% |
| 4 | Consumer Staples | 4.18% |
| 5 | Financials | 3.38% |
