VWA

Visionary Wealth Advisors Portfolio holdings

AUM $1.96B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
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
+$38.8M
2
+$14.6M
3
+$12.5M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$11.8M
5
HD icon
Home Depot
HD
+$9.53M

Top Sells

1
+$10.8M
2
+$8.48M
3
+$7.06M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$6.88M
5
SJM icon
J.M. Smucker
SJM
+$6.03M

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
JMUB icon
426
JPMorgan Municipal ETF
JMUB
$3.77B
$358K 0.02%
7,220
+842
LADR
427
Ladder Capital
LADR
$1.39B
$353K 0.02%
32,855
-4,886
IYH icon
428
iShares US Healthcare ETF
IYH
$2.96B
$351K 0.02%
6,208
SJM icon
429
J.M. Smucker
SJM
$11.2B
$350K 0.02%
3,565
-61,439
MEAR icon
430
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.25B
$350K 0.02%
6,958
CMBS icon
431
iShares CMBS ETF
CMBS
$484M
$345K 0.02%
+7,076
AAPR icon
432
Innovator Equity Defined Protection ETF 2 Yr to April 2026
AAPR
$59M
$344K 0.02%
12,630
DRI icon
433
Darden Restaurants
DRI
$21.4B
$341K 0.02%
1,565
+75
PAPR icon
434
Innovator US Equity Power Buffer ETF April
PAPR
$830M
$339K 0.02%
9,097
-61
BOTZ icon
435
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.22B
$336K 0.02%
10,294
+919
ENB icon
436
Enbridge
ENB
$103B
$332K 0.02%
7,334
+40
AVIG icon
437
Avantis Core Fixed Income ETF
AVIG
$1.28B
$332K 0.02%
7,967
-38,799
JBND icon
438
JPMorgan Active Bond ETF
JBND
$3.25B
$331K 0.02%
+6,183
ORI icon
439
Old Republic International
ORI
$10.1B
$331K 0.02%
8,604
MDY icon
440
SPDR S&P MidCap 400 ETF Trust
MDY
$24.4B
$327K 0.02%
578
-19
JEMA icon
441
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.35B
$327K 0.02%
7,599
-42
IBTL icon
442
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$436M
$326K 0.02%
+15,926
SIVR icon
443
abrdn Physical Silver Shares ETF
SIVR
$2.97B
$326K 0.02%
9,472
+503
BP icon
444
BP
BP
$89.1B
$324K 0.02%
10,823
+4,217
CG icon
445
Carlyle Group
CG
$21.1B
$322K 0.02%
6,259
+3
NJAN icon
446
Innovator Growth-100 Power Buffer ETF January
NJAN
$307M
$321K 0.02%
6,317
-756
O icon
447
Realty Income
O
$55.2B
$319K 0.02%
5,534
+465
CGGO icon
448
Capital Group Global Growth Equity ETF
CGGO
$7.58B
$315K 0.02%
9,864
+298
JPIB icon
449
JPMorgan International Bond Opportunities ETF
JPIB
$1.19B
$311K 0.02%
6,399
CMCSA icon
450
Comcast
CMCSA
$109B
$310K 0.02%
8,696
-83
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18
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