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
376
$458K 0.02%
4,481
-315
377
$453K 0.02%
2,320
378
$452K 0.02%
1,266
-15
379
$449K 0.02%
1,282
-42
380
$441K 0.02%
27,156
+2,765
381
$439K 0.02%
9,202
+957
382
$436K 0.02%
+5,937
383
$436K 0.02%
3,517
+355
384
$435K 0.02%
6,491
+2,899
385
$434K 0.02%
8,890
+351
386
$433K 0.02%
8,154
-8,402
387
$433K 0.02%
9,928
-990
388
$432K 0.02%
1,353
+235
389
$431K 0.02%
+147,225
390
$430K 0.02%
1,669
+172
391
$421K 0.02%
+4,776
392
$420K 0.02%
11,620
+3,754
393
$417K 0.02%
2,710
394
$415K 0.02%
1,146
+116
395
$413K 0.02%
4,847
+1,451
396
$411K 0.02%
46,439
+14,328
397
$409K 0.02%
+3,420
398
$404K 0.02%
4,499
-6,584
399
$402K 0.02%
10,727
-1,134
400
$402K 0.02%
3,968
+278
14 15
16
17 18