VWA

Visionary Wealth Advisors Portfolio holdings

AUM $2.14B
1-Year Est. Return 16.9%
This Quarter Est. Return
1 Year Est. Return
+16.9%
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
+$38.8M
2
+$14.6M
3
+$12.5M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$11.8M
5
HD icon
Home Depot
HD
+$9.53M

Top Sells

1
+$10.8M
2
+$8.48M
3
+$7.06M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$6.88M
5
SJM icon
J.M. Smucker
SJM
+$6.03M

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
DVN icon
476
Devon Energy
DVN
$24.2B
$276K 0.01%
8,664
-290
IBTF
477
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$275K 0.01%
+11,791
LOW icon
478
Lowe's Companies
LOW
$155B
$274K 0.01%
1,235
-223
APP icon
479
Applovin
APP
$177B
$273K 0.01%
+781
ARCC icon
480
Ares Capital
ARCC
$14.9B
$271K 0.01%
12,363
-556
JAJL
481
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
$238M
$270K 0.01%
9,574
-1,200
DLR icon
482
Digital Realty Trust
DLR
$54.7B
$268K 0.01%
1,539
-6
CEG icon
483
Constellation Energy
CEG
$105B
$268K 0.01%
+831
STZ icon
484
Constellation Brands
STZ
$27.5B
$267K 0.01%
1,643
+294
INTC icon
485
Intel
INTC
$225B
$266K 0.01%
11,882
-2,784
MPC icon
486
Marathon Petroleum
MPC
$52.7B
$266K 0.01%
1,598
STAG icon
487
STAG Industrial
STAG
$6.84B
$264K 0.01%
7,274
-589
MARA icon
488
Marathon Digital Holdings
MARA
$3.97B
$263K 0.01%
16,758
-685
ROST icon
489
Ross Stores
ROST
$61B
$262K 0.01%
2,051
+1
IJAN icon
490
Innovator International Developed Power Buffer ETF January
IJAN
$238M
$261K 0.01%
7,628
-260
GTLS icon
491
Chart Industries
GTLS
$9.32B
$260K 0.01%
+1,581
IBTH icon
492
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2B
$259K 0.01%
+11,538
AIRR icon
493
First Trust RBA American Industrial Renaissance ETF
AIRR
$7.66B
$259K 0.01%
+3,187
FBTC icon
494
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.8B
$258K 0.01%
+2,744
ITW icon
495
Illinois Tool Works
ITW
$74.9B
$258K 0.01%
1,042
+2
CB icon
496
Chubb
CB
$118B
$257K 0.01%
888
-129
UTF icon
497
Cohen & Steers Infrastructure Fund
UTF
$2.47B
$257K 0.01%
9,524
+822
BAR icon
498
GraniteShares Gold Shares
BAR
$1.67B
$257K 0.01%
7,863
AMT icon
499
American Tower
AMT
$83.7B
$257K 0.01%
1,161
+6
J icon
500
Jacobs Solutions
J
$16.3B
$255K 0.01%
1,943
+171
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