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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
351
$601K 0.03%
40,209
+10,094
352
$591K 0.03%
6,441
-711
353
$586K 0.03%
12,410
-5,267
354
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8,244
-200
355
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1,774
+95
356
$576K 0.03%
7,914
+1,956
357
$574K 0.03%
21,285
+2,862
358
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11,655
359
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8,127
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360
$571K 0.03%
1,618
+630
361
$571K 0.03%
3,306
-99
362
$571K 0.03%
4,726
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363
$569K 0.03%
21,650
+13,553
364
$564K 0.03%
3,630
-200
365
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8,185
-8,707
366
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368
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19,692
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369
$539K 0.03%
8,681
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370
$538K 0.03%
5,460
371
$535K 0.03%
14,265
+8,194
372
$525K 0.02%
1,219
+612
373
$524K 0.02%
7,318
+3,011
374
$524K 0.02%
23,118
-1,150
375
$524K 0.02%
13,216
+1,596
13 14
15
16 17