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
276
$970K 0.05%
10,930
-3,633
277
$969K 0.05%
4,212
+4
278
$965K 0.05%
23,849
279
$955K 0.05%
7,180
+311
280
$939K 0.05%
129,281
-72,251
281
$929K 0.05%
3,151
+481
282
$918K 0.05%
2,776
-435
283
$903K 0.05%
11,155
+5,785
284
$901K 0.05%
20,856
+967
285
$900K 0.05%
13,040
+3,345
286
$899K 0.05%
28,922
+1,029
287
$895K 0.05%
14,246
+305
288
$884K 0.05%
14,732
+548
289
$880K 0.05%
+95,957
290
$880K 0.05%
14,271
-326
291
$875K 0.04%
17,792
+1,467
292
$875K 0.04%
8,389
+1,189
293
$872K 0.04%
5,798
+11
294
$855K 0.04%
14,433
-2,266
295
$850K 0.04%
9,111
+3,411
296
$846K 0.04%
15,898
+635
297
$837K 0.04%
28,084
-311
298
$837K 0.04%
6,210
-36
299
$820K 0.04%
39,505
-14,671
300
$812K 0.04%
+35,254
10 11
12
13 14