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
$1.53B
AUM Growth
+$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$4.19M
3
+$3.29M
4
LMT icon
Lockheed Martin
LMT
+$3.17M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.17M

Top Sells

1
+$5.62M
2
+$3.62M
3
+$3.61M
4
MMM icon
3M
MMM
+$3.56M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$2.92M

Sector Composition

1 Technology 12.46%
2 Industrials 5.86%
3 Consumer Staples 4.28%
4 Financials 3.69%
5 Healthcare 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$378K 0.02%
+1,286
377
$375K 0.02%
1,549
+92
378
$374K 0.02%
21,171
-106
379
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+15,399
380
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+5,421
381
$371K 0.02%
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382
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12,761
-336
383
$364K 0.02%
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384
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13,086
-1,300
387
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+16,118
388
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389
$355K 0.02%
17,872
+2,530
390
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391
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392
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11,234
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396
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6,444
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398
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1,367
+16
399
$322K 0.02%
4,126
400
$321K 0.02%
7,325
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