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
201
$1.54M 0.09%
43,088
-1,296
202
$1.54M 0.09%
13,250
-54
203
$1.51M 0.09%
19,712
+258
204
$1.51M 0.09%
65,736
+6,437
205
$1.51M 0.09%
7,113
+65
206
$1.5M 0.09%
70,102
+10,686
207
$1.49M 0.09%
1,866
+195
208
$1.48M 0.09%
24,320
+64
209
$1.47M 0.09%
18,641
+5,954
210
$1.47M 0.09%
59,656
+21,382
211
$1.44M 0.09%
49,561
+3,809
212
$1.42M 0.09%
201,532
+10,451
213
$1.42M 0.09%
59,135
+1,000
214
$1.4M 0.08%
30,766
-638
215
$1.39M 0.08%
54,361
+281
216
$1.38M 0.08%
+73,729
217
$1.37M 0.08%
+13,199
218
$1.36M 0.08%
24,344
+2,118
219
$1.36M 0.08%
18,940
+5,964
220
$1.36M 0.08%
5,385
-196
221
$1.35M 0.08%
9,635
-32
222
$1.32M 0.08%
5,559
223
$1.31M 0.08%
49,368
+8,049
224
$1.3M 0.08%
16,840
-721
225
$1.3M 0.08%
10,624
+769
7 8
9
10 11