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
401
$401K 0.02%
4,771
-31,324
402
$401K 0.02%
+7,090
403
$401K 0.02%
547
+1
404
$400K 0.02%
8,954
-620
405
$398K 0.02%
+1,634
406
$394K 0.02%
3,792
+605
407
$390K 0.02%
4,662
-530
408
$390K 0.02%
5,159
+3
409
$385K 0.02%
28,160
+310
410
$384K 0.02%
+5,406
411
$383K 0.02%
9,686
+13
412
$382K 0.02%
988
-145
413
$381K 0.02%
11,371
+1,000
414
$375K 0.02%
5,731
-3,225
415
$375K 0.02%
15,956
416
$374K 0.02%
3,444
+240
417
$374K 0.02%
6,861
-7,326
418
$374K 0.02%
8,847
-175
419
$372K 0.02%
5,958
+341
420
$371K 0.02%
+702
421
$369K 0.02%
1,352
+1
422
$366K 0.02%
5,742
+237
423
$365K 0.02%
+14,883
424
$365K 0.02%
7,921
+523
425
$360K 0.02%
21,561
-876
15 16
17
18 19