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
476
$276K 0.01%
8,664
-290
477
$275K 0.01%
+11,791
478
$274K 0.01%
1,235
-223
479
$273K 0.01%
+781
480
$271K 0.01%
12,363
-556
481
$270K 0.01%
9,574
-1,200
482
$268K 0.01%
1,539
-6
483
$268K 0.01%
+831
484
$267K 0.01%
1,643
+294
485
$266K 0.01%
11,882
-2,784
486
$266K 0.01%
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487
$264K 0.01%
7,274
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488
$263K 0.01%
16,758
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489
$262K 0.01%
2,051
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490
$261K 0.01%
7,628
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491
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492
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493
$259K 0.01%
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494
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495
$258K 0.01%
1,042
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$257K 0.01%
888
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497
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9,524
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498
$257K 0.01%
7,863
499
$257K 0.01%
1,161
+6
500
$255K 0.01%
1,943
+171
18 19
20
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