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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
26
$18.2M 0.85%
82,859
+2,608
27
$18.1M 0.84%
54,752
-10,045
28
$18M 0.84%
309,377
+45,932
29
$17.8M 0.83%
95,835
-999
30
$17.6M 0.82%
171,114
+1,501
31
$17.6M 0.82%
174,468
-117,526
32
$17.6M 0.82%
55,656
-38
33
$17.1M 0.8%
121,038
+7,122
34
$16.5M 0.77%
32,872
+1,404
35
$15.9M 0.74%
632,490
-6,092
36
$15M 0.7%
69,726
-4,001
37
$13.3M 0.62%
316,150
+57,928
38
$13.3M 0.62%
57,268
+60
39
$12.9M 0.6%
326,753
+43
40
$12.8M 0.6%
113,221
+1,396
41
$12.4M 0.58%
437,164
+15,894
42
$12.3M 0.57%
16,724
+1,542
43
$12.2M 0.57%
78,695
-292
44
$12.1M 0.57%
186,807
-3,160
45
$11.8M 0.55%
+444,685
46
$11.8M 0.55%
26,496
-492
47
$11.2M 0.52%
196,297
-11,293
48
$11.1M 0.52%
44,948
+9,178
49
$11.1M 0.52%
258,559
-7,700
50
$10.6M 0.5%
63,892
-582
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