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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
251
$1.21M 0.06%
3,196
+7
252
$1.19M 0.06%
35,904
+1,805
253
$1.19M 0.06%
45,145
-84
254
$1.18M 0.06%
7,239
-608
255
$1.18M 0.06%
6,061
+41
256
$1.17M 0.05%
8,520
+413
257
$1.17M 0.05%
11,222
-1,412
258
$1.15M 0.05%
7,206
-307
259
$1.12M 0.05%
11,931
-7,819
260
$1.1M 0.05%
17,938
+4,545
261
$1.07M 0.05%
46,190
+10,936
262
$1.07M 0.05%
28,131
263
$1.06M 0.05%
5,065
-56
264
$1.05M 0.05%
3,559
-628
265
$1.05M 0.05%
4,877
+13
266
$1.03M 0.05%
23,708
+9,620
267
$1.02M 0.05%
24,183
-1,307
268
$1.02M 0.05%
2,192
-54
269
$1.01M 0.05%
5,176
+2,187
270
$1.01M 0.05%
10,702
-228
271
$1.01M 0.05%
7,159
+1,973
272
$1.01M 0.05%
30,763
+1,841
273
$1.01M 0.05%
23,751
-98
274
$1M 0.05%
23,912
-1,283
275
$990K 0.05%
15,018
+286
9 10
11
12 13