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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
$2.14B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$39.2M
2
+$12.2M
3
+$11.8M
4
CGCB icon
Capital Group Core Bond ETF
CGCB
+$11.7M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$10.1M

Top Sells

1
+$20.4M
2
+$18.8M
3
+$14.8M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$11.8M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$6.05M

Sector Composition

1 Technology 13.86%
2 Industrials 5.53%
3 Consumer Discretionary 4.33%
4 Financials 3.48%
5 Consumer Staples 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.55M 0.07%
+30,100
227
$1.55M 0.07%
10,612
+41
228
$1.52M 0.07%
9,101
-667
229
$1.52M 0.07%
3,187
+355
230
$1.5M 0.07%
12,470
+210
231
$1.49M 0.07%
635
+1
232
$1.48M 0.07%
14,139
-15,849
233
$1.47M 0.07%
17,487
+438
234
$1.46M 0.07%
5,642
-5,695
235
$1.46M 0.07%
29,376
+2,438
236
$1.43M 0.07%
15,368
+672
237
$1.43M 0.07%
5,127
+363
238
$1.41M 0.07%
21,637
+14,547
239
$1.37M 0.06%
68,257
-75,500
240
$1.35M 0.06%
30,695
+748
241
$1.31M 0.06%
40,463
-7,084
242
$1.31M 0.06%
10,901
-10,488
243
$1.28M 0.06%
5,383
+41
244
$1.27M 0.06%
9,950
-1,154
245
$1.27M 0.06%
8,937
+54
246
$1.26M 0.06%
15,066
-5,558
247
$1.25M 0.06%
26,359
-30,570
248
$1.24M 0.06%
44,041
-2,928
249
$1.22M 0.06%
34,077
-762
250
$1.22M 0.06%
13,293
+252
8 9
10
11 12