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
1
$49.5M 2.97%
88,095
-757
2
$48.3M 2.9%
217,548
+726
3
$47.5M 2.85%
1,896,214
-4,962
4
$36.6M 2.19%
1,848,300
-22,025
5
$35.6M 2.14%
94,757
-5,731
6
$32.2M 1.93%
126,671
-23,806
7
$30.3M 1.82%
464,559
+18,478
8
$24.4M 1.46%
277,128
+17,898
9
$23.1M 1.39%
233,919
-1,878
10
$22.6M 1.36%
132,832
+711
11
$21.2M 1.27%
343,430
-48,329
12
$20.6M 1.23%
279,852
-2,368
13
$20.4M 1.22%
399,015
+21,533
14
$20.1M 1.21%
327,490
-51,406
15
$19.7M 1.18%
54,471
+432
16
$19.1M 1.15%
440,649
-1,373
17
$17.6M 1.05%
174,651
+32,927
18
$16M 0.96%
347,273
+100,138
19
$15.4M 0.92%
92,654
+2,149
20
$14.5M 0.87%
164,718
+2,282
21
$14.4M 0.87%
615,787
-5,873
22
$14.3M 0.86%
579,589
+180,960
23
$14.3M 0.86%
73,601
+1,474
24
$14.3M 0.86%
26,790
-506
25
$13.7M 0.82%
55,967
-2,567
1
2 3 4 5