VWA

Visionary Wealth Advisors Portfolio holdings

AUM $1.96B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
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
+$38.8M
2
+$14.6M
3
+$12.5M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$11.8M
5
HD icon
Home Depot
HD
+$9.53M

Top Sells

1
+$10.8M
2
+$8.48M
3
+$7.06M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$6.88M
5
SJM icon
J.M. Smucker
SJM
+$6.03M

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
ANET icon
376
Arista Networks
ANET
$197B
$458K 0.02%
4,481
-315
IVE icon
377
iShares S&P 500 Value ETF
IVE
$42.8B
$453K 0.02%
2,320
AON icon
378
Aon
AON
$72.6B
$452K 0.02%
1,266
-15
COIN icon
379
Coinbase
COIN
$92.9B
$449K 0.02%
1,282
-42
AMZY icon
380
YieldMax AMZN Option Income Strategy ETF
AMZY
$277M
$441K 0.02%
27,156
+2,765
BTC
381
Grayscale Bitcoin Mini Trust ETF
BTC
$5.02B
$439K 0.02%
9,202
+957
WRB icon
382
W.R. Berkley
WRB
$28.6B
$436K 0.02%
+5,937
DIS icon
383
Walt Disney
DIS
$202B
$436K 0.02%
3,517
+355
DFAW icon
384
Dimensional World Equity ETF
DFAW
$903M
$435K 0.02%
6,491
+2,899
AMLP icon
385
Alerian MLP ETF
AMLP
$10.3B
$434K 0.02%
8,890
+351
SHOC icon
386
Strive US Semiconductor ETF
SHOC
$130M
$433K 0.02%
8,154
-8,402
PAVE icon
387
Global X US Infrastructure Development ETF
PAVE
$9.76B
$433K 0.02%
9,928
-990
AXP icon
388
American Express
AXP
$249B
$432K 0.02%
1,353
+235
DEFT
389
Defi Technologies
DEFT
$806M
$431K 0.02%
+147,225
GE icon
390
GE Aerospace
GE
$330B
$430K 0.02%
1,669
+172
TLT icon
391
iShares 20+ Year Treasury Bond ETF
TLT
$49.4B
$421K 0.02%
+4,776
UTG icon
392
Reaves Utility Income Fund
UTG
$3.47B
$420K 0.02%
11,620
+3,754
WELL icon
393
Welltower
WELL
$122B
$417K 0.02%
2,710
VCR icon
394
Vanguard Consumer Discretionary ETF
VCR
$6.55B
$415K 0.02%
1,146
+116
C icon
395
Citigroup
C
$181B
$413K 0.02%
4,847
+1,451
CDE icon
396
Coeur Mining
CDE
$11.4B
$411K 0.02%
46,439
+14,328
EOG icon
397
EOG Resources
EOG
$58.3B
$409K 0.02%
+3,420
COP icon
398
ConocoPhillips
COP
$111B
$404K 0.02%
4,499
-6,584
KJAN icon
399
Innovator US Small Cap Power Buffer ETF January
KJAN
$293M
$402K 0.02%
10,727
-1,134
BILZ icon
400
PIMCO Ultra Short Government Active ETF
BILZ
$902M
$402K 0.02%
3,968
+278
14 15
16
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