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
$951M
AUM Growth
+$59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$4.28M
3
+$4.09M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.87M
5
EFF
EATON VANCE FLOATING-RATE INCOME PLUS FUND
EFF
+$3.74M

Top Sells

1
+$4.38M
2
+$4.22M
3
+$3.97M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.55M
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$2.82M

Sector Composition

1 Technology 10.79%
2 Industrials 5.44%
3 Healthcare 4.91%
4 Consumer Staples 4.42%
5 Financials 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$479K 0.05%
+12,326
202
$464K 0.05%
1,634
+23
203
$464K 0.05%
43,320
+2,453
204
$463K 0.05%
5,095
+74
205
$454K 0.05%
1,898
+516
206
$450K 0.05%
3,752
+944
207
$443K 0.05%
5,018
+2,025
208
$443K 0.05%
6,167
+1,313
209
$439K 0.05%
4,347
-272
210
$428K 0.05%
7,911
-466
211
$427K 0.04%
+24,759
212
$427K 0.04%
+21,678
213
$417K 0.04%
12,235
214
$416K 0.04%
2,100
-2,269
215
$409K 0.04%
2,380
+930
216
$408K 0.04%
15,574
-61,074
217
$406K 0.04%
837
-70
218
$403K 0.04%
773
-42
219
$399K 0.04%
5,278
-611
220
$397K 0.04%
+5,856
221
$389K 0.04%
+10,464
222
$375K 0.04%
5,945
+386
223
$373K 0.04%
5,730
+210
224
$371K 0.04%
4,183
-301
225
$360K 0.04%
30,475
+7,100
7 8
9
10 11