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
176
$1.94M 0.12%
46,766
-98,196
177
$1.92M 0.12%
7,859
+118
178
$1.91M 0.11%
35,768
-1,247
179
$1.9M 0.11%
88,198
-408
180
$1.89M 0.11%
19,654
-781
181
$1.88M 0.11%
10,868
+4,382
182
$1.88M 0.11%
7,341
-382
183
$1.87M 0.11%
13,787
-359
184
$1.87M 0.11%
90,089
-389
185
$1.84M 0.11%
51,452
-663
186
$1.81M 0.11%
2,195
+42
187
$1.81M 0.11%
10,055
+797
188
$1.77M 0.11%
42,424
+169
189
$1.77M 0.11%
5,049
+57
190
$1.75M 0.11%
21,753
-73
191
$1.74M 0.1%
21,697
+7,113
192
$1.73M 0.1%
12,378
+661
193
$1.7M 0.1%
54,139
+5,278
194
$1.68M 0.1%
16,832
-765
195
$1.65M 0.1%
19,599
-2,820
196
$1.65M 0.1%
5,279
+86
197
$1.61M 0.1%
25,966
-11,343
198
$1.6M 0.1%
42,578
+609
199
$1.56M 0.09%
20,869
+467
200
$1.56M 0.09%
60,952
+27,076
6 7
8
9 10