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

Top Buys

1
+$38.2M
2
+$14.8M
3
+$12.3M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$11.8M
5
HD icon
Home Depot
HD
+$9.4M

Top Sells

1
+$10.8M
2
+$7.2M
3
+$6.88M
4
SJM icon
J.M. Smucker
SJM
+$6.75M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$6.48M

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
226
$1.53M 0.08%
67,454
+37,519
227
$1.52M 0.08%
11,468
228
$1.5M 0.08%
18,606
-35
229
$1.46M 0.07%
5,342
+1,137
230
$1.45M 0.07%
47,547
+8,901
231
$1.43M 0.07%
10,571
-53
232
$1.42M 0.07%
5,559
233
$1.42M 0.07%
19,489
-1,380
234
$1.41M 0.07%
54,919
+558
235
$1.39M 0.07%
16,022
-16,771
236
$1.38M 0.07%
16,010
-2,930
237
$1.38M 0.07%
72,097
-59,245
238
$1.36M 0.07%
46,969
+1,611
239
$1.35M 0.07%
+13,332
240
$1.35M 0.07%
17,049
+4,458
241
$1.34M 0.07%
26,938
+5,379
242
$1.31M 0.07%
11,104
+196
243
$1.27M 0.07%
51,576
-9,376
244
$1.26M 0.06%
2,469
+1,839
245
$1.25M 0.06%
32,120
-33,616
246
$1.24M 0.06%
+29,947
247
$1.23M 0.06%
69,297
+634
248
$1.22M 0.06%
1,837
+21
249
$1.21M 0.06%
12,634
+3,981
250
$1.2M 0.06%
9,768
+1,341
8 9
10
11 12