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
426
$358K 0.02%
7,220
+842
427
$353K 0.02%
32,855
-4,886
428
$351K 0.02%
6,208
429
$350K 0.02%
3,565
-61,439
430
$350K 0.02%
6,958
431
$345K 0.02%
+7,076
432
$344K 0.02%
12,630
433
$341K 0.02%
1,565
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434
$339K 0.02%
9,097
-61
435
$336K 0.02%
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436
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7,334
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437
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7,967
-38,799
438
$331K 0.02%
+6,183
439
$331K 0.02%
8,604
440
$327K 0.02%
578
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441
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443
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10,823
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$322K 0.02%
6,259
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446
$321K 0.02%
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447
$319K 0.02%
5,534
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448
$315K 0.02%
9,864
+298
449
$311K 0.02%
6,399
450
$310K 0.02%
8,696
-83
16 17
18
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