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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
276
$974K 0.05%
4,122
-90
277
$970K 0.05%
6,775
+1,161
278
$969K 0.05%
6,805
+1,140
279
$966K 0.05%
9,862
+751
280
$965K 0.05%
14,396
-4,601
281
$961K 0.04%
1,959
-510
282
$954K 0.04%
5,799
+1
283
$951K 0.04%
1,194
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284
$942K 0.04%
21,311
+455
285
$940K 0.04%
12,464
-576
286
$930K 0.04%
7,160
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287
$925K 0.04%
11,535
+5,497
288
$923K 0.04%
133,556
+4,275
289
$917K 0.04%
5,365
+226
290
$898K 0.04%
14,131
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291
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31,025
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292
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5,483
-297
293
$884K 0.04%
27,514
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294
$882K 0.04%
8,685
+3,838
295
$874K 0.04%
3,098
-53
296
$874K 0.04%
13,799
-447
297
$871K 0.04%
13,517
+1,844
298
$867K 0.04%
22,733
+1,925
299
$866K 0.04%
1,205
+424
300
$859K 0.04%
1,878
+596
10 11
12
13 14