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
$1.96B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$38.8M
2
+$14.6M
3
+$12.5M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$11.8M
5
HD icon
Home Depot
HD
+$9.53M

Top Sells

1
+$10.8M
2
+$8.48M
3
+$7.06M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$6.88M
5
SJM icon
J.M. Smucker
SJM
+$6.03M

Sector Composition

1 Technology 14.2%
2 Industrials 5.59%
3 Consumer Discretionary 4.04%
4 Financials 3.61%
5 Consumer Staples 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GRNY
226
FundStrat Granny Shots US Large Cap ETF
GRNY
$2.94B
$1.53M 0.08%
67,454
+37,519
AEIS icon
227
Advanced Energy
AEIS
$7.78B
$1.52M 0.08%
11,468
HYG icon
228
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.2B
$1.5M 0.08%
18,606
-35
CRM icon
229
Salesforce
CRM
$245B
$1.46M 0.07%
5,342
+1,137
HODL icon
230
VanEck Bitcoin Trust
HODL
$1.74B
$1.45M 0.07%
47,547
+8,901
ITOT icon
231
iShares Core S&P Total US Stock Market ETF
ITOT
$79.9B
$1.43M 0.07%
10,571
-53
NSC icon
232
Norfolk Southern
NSC
$63.1B
$1.42M 0.07%
5,559
SPLV icon
233
Invesco S&P 500 Low Volatility ETF
SPLV
$7.79B
$1.42M 0.07%
19,489
-1,380
SPAB icon
234
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.71B
$1.41M 0.07%
54,919
+558
MDYG icon
235
SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.48B
$1.39M 0.07%
16,022
-16,771
HACK icon
236
Amplify Cybersecurity ETF
HACK
$2.43B
$1.38M 0.07%
16,010
-2,930
FSIG icon
237
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.35B
$1.38M 0.07%
72,097
-59,245
T icon
238
AT&T
T
$180B
$1.36M 0.07%
46,969
+1,611
VIOO icon
239
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.12B
$1.35M 0.07%
+13,332
MRK icon
240
Merck
MRK
$219B
$1.35M 0.07%
17,049
+4,458
EVLN icon
241
Eaton Vance Floating-Rate ETF
EVLN
$1.48B
$1.34M 0.07%
26,938
+5,379
VFVA icon
242
Vanguard US Value Factor ETF
VFVA
$706M
$1.31M 0.07%
11,104
+196
FTGC icon
243
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.29B
$1.27M 0.07%
51,576
-9,376
CRWD icon
244
CrowdStrike
CRWD
$133B
$1.26M 0.06%
2,469
+1,839
URA icon
245
Global X Uranium ETF
URA
$5.34B
$1.25M 0.06%
32,120
-33,616
FSMD icon
246
Fidelity Small-Mid Multifactor ETF
FSMD
$1.73B
$1.24M 0.06%
+29,947
FPE icon
247
First Trust Preferred Securities and Income ETF
FPE
$6.27B
$1.23M 0.06%
69,297
+634
VGT icon
248
Vanguard Information Technology ETF
VGT
$113B
$1.22M 0.06%
1,837
+21
AEE icon
249
Ameren
AEE
$28.2B
$1.21M 0.06%
12,634
+3,981
MU icon
250
Micron Technology
MU
$244B
$1.2M 0.06%
9,768
+1,341
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10
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