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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
376
$523K 0.02%
7,124
-12,365
377
$518K 0.02%
11,646
+2,174
378
$514K 0.02%
13,732
-181
379
$513K 0.02%
34,386
-5,119
380
$513K 0.02%
14,854
381
$509K 0.02%
9,403
+3,220
382
$502K 0.02%
8,899
-21
383
$501K 0.02%
5,975
-3,356
384
$499K 0.02%
28,642
+1,905
385
$499K 0.02%
19,887
386
$496K 0.02%
9,336
-77,441
387
$491K 0.02%
10,323
+2,402
388
$489K 0.02%
5,769
+2,969
389
$483K 0.02%
2,710
390
$483K 0.02%
6,351
+1,192
391
$481K 0.02%
782
+80
392
$481K 0.02%
19,507
+4,624
393
$479K 0.02%
9,104
394
$478K 0.02%
30,425
+1,975
395
$478K 0.02%
2,313
-7
396
$475K 0.02%
35,365
+7,205
397
$473K 0.02%
9,928
398
$472K 0.02%
9,634
-485
399
$472K 0.02%
9,620
+2,544
400
$471K 0.02%
9,309
+107
14 15
16
17 18