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
$1.53B
AUM Growth
+$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$4.19M
3
+$3.29M
4
LMT icon
Lockheed Martin
LMT
+$3.17M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.17M

Top Sells

1
+$5.62M
2
+$3.62M
3
+$3.61M
4
MMM icon
3M
MMM
+$3.56M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$2.92M

Sector Composition

1 Technology 12.46%
2 Industrials 5.86%
3 Consumer Staples 4.28%
4 Financials 3.69%
5 Healthcare 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$244K 0.02%
+13,277
452
$243K 0.02%
2,365
+50
453
$242K 0.02%
2,096
+4
454
$239K 0.02%
762
455
$238K 0.02%
+934
456
$238K 0.02%
5,478
+394
457
$238K 0.02%
2,118
-71
458
$238K 0.02%
2,500
459
$237K 0.02%
2,912
460
$236K 0.02%
2,342
-1,247
461
$236K 0.02%
6,628
-1,736
462
$235K 0.02%
1,209
+12
463
$235K 0.02%
2,443
464
$235K 0.02%
2,339
+21
465
$234K 0.02%
423
-17
466
$231K 0.02%
293
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467
$230K 0.02%
6,804
468
$230K 0.02%
757
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469
$229K 0.02%
+4,134
470
$227K 0.01%
588
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471
$227K 0.01%
12,113
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472
$227K 0.01%
2,054
-152
473
$226K 0.01%
+2,582
474
$226K 0.01%
5,296
+20
475
$225K 0.01%
1,490
17 18
19
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