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
201
$451K 0.05%
7,627
+99
202
$449K 0.05%
5,934
-2,899
203
$434K 0.04%
7,124
+390
204
$431K 0.04%
5,235
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205
$427K 0.04%
13,237
-320
206
$427K 0.04%
4,384
-2,395
207
$421K 0.04%
18,454
+1,962
208
$419K 0.04%
+18,106
209
$418K 0.04%
1,744
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210
$413K 0.04%
9,496
+653
211
$413K 0.04%
4,477
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212
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10,141
-1,391
213
$399K 0.04%
63,400
+10,300
214
$398K 0.04%
10,477
+6
215
$397K 0.04%
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216
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217
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+16,100
218
$386K 0.04%
1,153
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219
$386K 0.04%
27,262
+2,571
220
$382K 0.04%
2,625
+202
221
$382K 0.04%
6,086
+400
222
$373K 0.04%
12,507
+2,893
223
$364K 0.04%
3,977
-469
224
$358K 0.04%
32,425
+1,750
225
$354K 0.04%
422
+98
7 8
9
10 11