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
251
$1.18M 0.06%
34,839
-36,473
252
$1.17M 0.06%
4,187
+182
253
$1.17M 0.06%
43,172
-38,407
254
$1.16M 0.06%
13,041
+148
255
$1.15M 0.06%
45,229
-13,906
256
$1.14M 0.06%
22,985
+335
257
$1.12M 0.06%
3,189
+9
258
$1.12M 0.06%
43,441
-7,376
259
$1.1M 0.06%
6,020
-340
260
$1.1M 0.06%
2,832
+280
261
$1.09M 0.06%
34,099
+11,352
262
$1.09M 0.06%
8,883
+1,446
263
$1.08M 0.06%
18,997
+565
264
$1.08M 0.06%
4,764
+2,436
265
$1.08M 0.05%
29,396
266
$1.07M 0.05%
16,892
+284
267
$1.06M 0.05%
8,107
+82
268
$1.06M 0.05%
7,513
+90
269
$1.06M 0.05%
25,490
+799
270
$1.05M 0.05%
28,131
271
$1.05M 0.05%
5,780
-294
272
$1.01M 0.05%
25,195
-614
273
$999K 0.05%
5,121
+1,443
274
$990K 0.05%
2,246
-22
275
$979K 0.05%
4,864
-265
9 10
11
12 13