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VWA

Visionary Wealth Advisors Portfolio holdings

AUM $2.26B
1-Year Est. Return 19.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$531M
AUM Growth
-$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$10.5M
3
+$10.1M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$8.93M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$5.66M

Top Sells

1
+$8.47M
2
+$4.4M
3
+$3.97M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.84M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.12M

Sector Composition

1 Technology 10.31%
2 Consumer Staples 6.08%
3 Healthcare 5.87%
4 Industrials 4.12%
5 Financials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-2,979
227
– –
-13,075
228
– –
-4,365
229
– –
-2,510
230
– –
-14,774
231
– –
-3,202
232
– –
-15,225
6 7 8 9
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