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
451
$310K 0.02%
+6,105
452
$306K 0.02%
+9,452
453
$303K 0.02%
2,361
+80
454
$303K 0.02%
27,917
-393
455
$302K 0.02%
12,683
+119
456
$302K 0.02%
15,732
-765
457
$302K 0.02%
5,866
+232
458
$302K 0.02%
1,320
-16
459
$299K 0.02%
285
-16
460
$297K 0.02%
6,766
-1,420
461
$296K 0.02%
24,302
+1,773
462
$295K 0.02%
1,298
+1
463
$294K 0.02%
1,557
+60
464
$292K 0.01%
9,659
465
$290K 0.01%
7,444
466
$290K 0.01%
4,299
-19
467
$289K 0.01%
+6,051
468
$288K 0.01%
4,116
469
$284K 0.01%
13,876
470
$283K 0.01%
2,414
+338
471
$281K 0.01%
3,522
-6,343
472
$280K 0.01%
2,080
+105
473
$278K 0.01%
2,409
+49
474
$277K 0.01%
+12,069
475
$276K 0.01%
1,259
-59
17 18
19
20 21