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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
451
$365K 0.02%
6,208
452
$364K 0.02%
15,861
+3,792
453
$362K 0.02%
15,500
+3,709
454
$359K 0.02%
3,600
+856
455
$359K 0.02%
+20,000
456
$358K 0.02%
32,837
-18
457
$358K 0.02%
2,409
458
$356K 0.02%
7,261
+862
459
$354K 0.02%
2,080
460
$354K 0.02%
4,171
-600
461
$353K 0.02%
12,630
462
$352K 0.02%
2,416
+129
463
$351K 0.02%
6,958
464
$351K 0.02%
5,086
-645
465
$350K 0.02%
300
+15
466
$347K 0.02%
15,428
+3,890
467
$345K 0.02%
8,991
-106
468
$345K 0.02%
2,300
+357
469
$337K 0.02%
+11,738
470
$337K 0.02%
+4,003
471
$336K 0.02%
6,317
472
$334K 0.02%
12,637
+168
473
$332K 0.02%
7,132
-27,242
474
$329K 0.02%
+11,027
475
$321K 0.02%
+4,872
17 18
19
20 21