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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
401
$461K 0.02%
1,963
+329
402
$461K 0.02%
1,031
403
$460K 0.02%
+8,866
404
$460K 0.02%
+19,475
405
$455K 0.02%
5,937
406
$451K 0.02%
1,266
407
$451K 0.02%
6,185
-182
408
$450K 0.02%
6,453
+1,047
409
$443K 0.02%
4,961
+185
410
$443K 0.02%
3,213
+852
411
$443K 0.02%
6,342
+1,348
412
$442K 0.02%
7,073
-1,081
413
$439K 0.02%
21,366
+5,440
414
$439K 0.02%
5,601
-5,554
415
$438K 0.02%
2,237
-35
416
$435K 0.02%
4,300
+332
417
$433K 0.02%
30,433
+3,277
418
$432K 0.02%
1,090
-56
419
$431K 0.02%
10,672
-55
420
$429K 0.02%
12,546
+2,682
421
$429K 0.02%
16,256
+300
422
$423K 0.02%
8,957
+3
423
$423K 0.02%
4,074
-475
424
$422K 0.02%
33,084
-232
425
$422K 0.02%
547
15 16
17
18 19