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
176
$588K 0.06%
9,379
-753
177
$571K 0.06%
5,577
+329
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186
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189
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4,903
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11,239
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14,017
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200
$453K 0.05%
17,745
-7,128
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