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
351
$522K 0.03%
3,405
+1
352
$520K 0.03%
6,367
+15
353
$518K 0.03%
4,709
-60
354
$512K 0.03%
12,601
+358
355
$511K 0.03%
4,542
-651
356
$510K 0.03%
18,867
+136
357
$508K 0.03%
10,982
-33,006
358
$501K 0.03%
13,913
-2,098
359
$495K 0.03%
24,268
-502
360
$492K 0.03%
5,460
+157
361
$492K 0.03%
2,688
+80
362
$492K 0.03%
18,423
-56,622
363
$491K 0.03%
9,877
+4,453
364
$490K 0.03%
30,115
-53
365
$489K 0.03%
4,549
-856
366
$487K 0.02%
19,887
367
$486K 0.02%
5,861
-245
368
$484K 0.02%
14,854
-19,193
369
$483K 0.02%
28,450
+3,018
370
$478K 0.02%
33,316
-2,921
371
$477K 0.02%
26,737
+2,422
372
$468K 0.02%
1,679
-22
373
$464K 0.02%
9,104
+2,919
374
$464K 0.02%
8,920
-1,921
375
$459K 0.02%
6,038
+942
13 14
15
16 17