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
26
$16.6M 0.85%
169,613
+4,895
27
$16.1M 0.82%
55,694
-273
28
$15.9M 0.81%
638,582
+58,993
29
$15.3M 0.78%
31,468
+4,678
30
$15.1M 0.77%
167,700
+162,360
31
$15.1M 0.77%
73,727
+126
32
$15M 0.77%
26,410
+2,638
33
$14.8M 0.76%
96,834
+4,180
34
$14.4M 0.74%
113,916
+17,006
35
$14.2M 0.73%
263,445
+10,474
36
$13.9M 0.71%
389,126
-6,546
37
$12.4M 0.63%
421,270
+14,996
38
$12.1M 0.62%
111,825
+24,048
39
$11.9M 0.61%
189,967
+7,480
40
$11.8M 0.6%
207,590
-29,658
41
$11.3M 0.58%
78,987
+3,043
42
$11.2M 0.57%
15,182
+5,568
43
$10.8M 0.55%
55,451
-208
44
$10.6M 0.54%
57,208
+2,029
45
$10.3M 0.52%
64,474
+7,086
46
$10.2M 0.52%
258,222
+40,363
47
$9.81M 0.5%
1,092,947
+1,015
48
$9.74M 0.5%
166,090
+3,843
49
$9.71M 0.5%
228,207
+7,610
50
$9.66M 0.49%
105,973
+1,407
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2
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