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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
426
$422K 0.02%
2,015
+458
427
$416K 0.02%
1,382
-287
428
$415K 0.02%
12,357
+475
429
$405K 0.02%
+2,095
430
$403K 0.02%
3,523
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431
$403K 0.02%
4,530
-132
432
$402K 0.02%
4,664
+1,084
433
$402K 0.02%
23,613
+2,052
434
$401K 0.02%
4,242
-257
435
$395K 0.02%
3,296
-148
436
$393K 0.02%
6,261
+2
437
$390K 0.02%
9,498
-188
438
$390K 0.02%
6,861
439
$389K 0.02%
6,394
+860
440
$388K 0.02%
8,847
441
$384K 0.02%
3,423
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$384K 0.02%
10,828
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443
$379K 0.02%
8,076
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444
$373K 0.02%
10,832
+9
445
$372K 0.02%
26,280
+1,978
446
$371K 0.02%
7,359
+25
447
$369K 0.02%
11,221
-150
448
$369K 0.02%
+12,867
449
$367K 0.02%
10,715
-426
450
$365K 0.02%
8,592
-12
16 17
18
19 20