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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
301
$853K 0.04%
94,078
-1,879
302
$847K 0.04%
8,641
+639
303
$845K 0.04%
17,962
-11,434
304
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10,833
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305
$827K 0.04%
+8,461
306
$817K 0.04%
13,285
-1,696
307
$814K 0.04%
14,991
+5,114
308
$811K 0.04%
29,696
-13,745
309
$810K 0.04%
5,824
-386
310
$809K 0.04%
9,958
-8,648
311
$800K 0.04%
20,386
312
$797K 0.04%
15,084
-2,708
313
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7,129
-9,771
314
$779K 0.04%
11,588
-66,554
315
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12,562
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316
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41,147
-5,292
318
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2,278
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319
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2,664
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320
$762K 0.04%
6,320
-2
321
$759K 0.04%
+11,138
322
$755K 0.04%
11,670
+2,900
323
$754K 0.04%
19,695
-77
324
$753K 0.04%
21,692
+3,614
325
$753K 0.04%
5,618
+70
11 12
13
14 15