VWA

Visionary Wealth Advisors Portfolio holdings

AUM $2.22B
1-Year Est. Return 16.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
+$69.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$6.27M
3
+$5.79M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$5.61M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$5.35M

Top Sells

1
+$8.98M
2
+$8.9M
3
+$6.32M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.61M
5
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$3.57M

Sector Composition

1 Technology 11.17%
2 Industrials 6.51%
3 Consumer Staples 4.36%
4 Healthcare 4.33%
5 Financials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$867K 0.07%
17,356
-17,898
227
$854K 0.07%
34,667
+1,958
228
$835K 0.07%
17,070
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13,946
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231
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22,169
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232
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233
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234
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235
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236
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237
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239
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30,090
245
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2,581
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8,468
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30,649
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249
$691K 0.06%
7,064
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250
$684K 0.05%
3,237
-61
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10
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