We are live on ! Find out more
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
476
$320K 0.01%
9,352
-100
477
$319K 0.01%
4,694
+1,429
478
$317K 0.01%
4,137
+21
479
$316K 0.01%
1,339
+41
480
$315K 0.01%
529
-49
481
$314K 0.01%
+2,076
482
$313K 0.01%
2,051
483
$311K 0.01%
1,615
+17
484
$309K 0.01%
15,140
+2,777
485
$309K 0.01%
6,766
486
$308K 0.01%
9,985
-96,322
487
$308K 0.01%
3,469
-53
488
$306K 0.01%
9,659
489
$305K 0.01%
11,145
490
$304K 0.01%
5,090
-275
491
$302K 0.01%
7,444
492
$301K 0.01%
+3,954
493
$299K 0.01%
7,863
494
$299K 0.01%
+4,985
495
$295K 0.01%
1,173
-62
496
$294K 0.01%
12,113
-570
497
$293K 0.01%
7,470
-5,354
498
$293K 0.01%
+2,321
499
$292K 0.01%
1,322
+2
500
$291K 0.01%
13,674
-202
18 19
20
21 22