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
326
$630K 0.03%
3,080
-115
327
$630K 0.03%
5,805
-231
328
$623K 0.03%
7,847
-1,274
329
$609K 0.03%
5,031
330
$608K 0.03%
9,070
331
$605K 0.03%
18,078
+1,129
332
$586K 0.03%
11,603
-430
333
$580K 0.03%
34,613
+5,955
334
$579K 0.03%
2,989
+523
335
$575K 0.03%
15,579
+542
336
$575K 0.03%
14,088
+3,538
337
$575K 0.03%
8,444
-591
338
$569K 0.03%
+22,732
339
$560K 0.03%
1,031
+86
340
$556K 0.03%
12,824
-1,473
341
$554K 0.03%
4,994
+1,723
342
$553K 0.03%
10,190
+294
343
$543K 0.03%
9,013
-4,229
344
$543K 0.03%
3,830
-713
345
$536K 0.03%
11,655
-66
346
$536K 0.03%
8,770
+2,111
347
$534K 0.03%
10,254
-283
348
$533K 0.03%
8,925
-37
349
$532K 0.03%
3,930
+10
350
$526K 0.03%
+5,614
12 13
14
15 16