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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
326
$749K 0.03%
+15,834
327
$743K 0.03%
15,381
+143
328
$718K 0.03%
5,390
+810
329
$718K 0.03%
27,239
+18,554
330
$706K 0.03%
4,846
+365
331
$702K 0.03%
2,112
+759
332
$696K 0.03%
2,324
+25
333
$691K 0.03%
12,748
-10,237
334
$679K 0.03%
17,176
+1,597
335
$673K 0.03%
12,859
-3,039
336
$672K 0.03%
1,795
+7
337
$660K 0.03%
+31,564
338
$657K 0.03%
9,070
339
$656K 0.03%
5,546
-259
340
$654K 0.03%
+13,239
341
$650K 0.03%
+8,621
342
$647K 0.03%
+12,108
343
$640K 0.03%
+30,643
344
$638K 0.03%
11,981
+378
345
$637K 0.03%
5,031
346
$633K 0.03%
8,814
+2,323
347
$630K 0.03%
37,521
+2,908
348
$619K 0.03%
+6,957
349
$618K 0.03%
22,946
-7,297
350
$604K 0.03%
2,965
-115
12 13
14
15 16