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
301
$798K 0.04%
30,243
-11,002
302
$786K 0.04%
+5,665
303
$781K 0.04%
+20,386
304
$778K 0.04%
8,002
-27,953
305
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1,089
-199
306
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5,139
+401
307
$759K 0.04%
11,673
+2,331
308
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309
$748K 0.04%
9,331
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310
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17,677
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312
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10,119
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313
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2,299
314
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13,095
-1,303
315
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5,186
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316
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320
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7,152
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321
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13,393
+5,055
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$652K 0.03%
1,282
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323
$650K 0.03%
4,580
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$644K 0.03%
14,981
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325
$638K 0.03%
1,788
-63
11 12
13
14 15