VWA
Visionary Wealth Advisors Portfolio holdings
AUM
$1.96B
1-Year Return
15.27%
This Quarter Return
-1.59%
1 Year Return
+15.27%
3 Year Return
+55.08%
5 Year Return
+87.77%
10 Year Return
–
AUM
$1.67B
AUM Growth
-$39.7M
(-2.3%)
Cap. Flow
+$8.51M
Cap. Flow
% of AUM
0.51%
Top 10 Holdings %
Top 10 Hldgs %
21.02%
Holding
569
New
35
Increased
249
Reduced
214
Closed
28
Top Buys
| 1 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
$8.79M |
| 2 |
RTX Corp
RTX
|
$7.55M |
| 3 |
JPMorgan Short Duration Core Plus ETF
JSCP
|
$6.22M |
| 4 |
PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD
|
$4.76M |
| 5 |
JPMorgan Income ETF
JPIE
|
$4.61M |
Top Sells
| 1 |
Prudential Financial
PRU
|
$6.94M |
| 2 |
Quanta Services
PWR
|
$6.05M |
| 3 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
$4.7M |
| 4 |
JPMorgan Core Plus Bond ETF
JCPB
|
$4.31M |
| 5 |
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% |
