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
151
$2.53M 0.15%
38,793
-1,597
152
$2.5M 0.15%
15,479
+5,990
153
$2.49M 0.15%
131,342
-691
154
$2.45M 0.15%
34,364
-1,012
155
$2.44M 0.15%
2,575
+56
156
$2.42M 0.15%
81,579
-21,466
157
$2.34M 0.14%
8,121
+4,051
158
$2.31M 0.14%
605
159
$2.29M 0.14%
59,541
+4,019
160
$2.24M 0.13%
71,312
-14,538
161
$2.2M 0.13%
64,513
+9
162
$2.17M 0.13%
20,584
+516
163
$2.16M 0.13%
20,663
+3,483
164
$2.08M 0.12%
20,759
-332
165
$2.07M 0.12%
7,811
+5,365
166
$2.06M 0.12%
+54,616
167
$2.05M 0.12%
29,752
-161
168
$2.04M 0.12%
25,818
+6,511
169
$2.03M 0.12%
18,303
-363
170
$2.03M 0.12%
43,988
+8,968
171
$2.02M 0.12%
43,809
-1,316
172
$2.02M 0.12%
75,045
-1,140
173
$2M 0.12%
10,369
-16,991
174
$2M 0.12%
34,755
+660
175
$1.95M 0.12%
16,527
+211
5 6
7
8 9