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
$1.53B
AUM Growth
+$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$4.19M
3
+$3.29M
4
LMT icon
Lockheed Martin
LMT
+$3.17M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.17M

Top Sells

1
+$5.62M
2
+$3.62M
3
+$3.61M
4
MMM icon
3M
MMM
+$3.56M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$2.92M

Sector Composition

1 Technology 12.46%
2 Industrials 5.86%
3 Consumer Staples 4.28%
4 Financials 3.69%
5 Healthcare 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$34.8K ﹤0.01%
17,500
502
$13.9K ﹤0.01%
1,300
503
$3.25K ﹤0.01%
316
504
$3.13K ﹤0.01%
23,640
-60
505
– –
-3,310
506
– –
-11,520
507
– –
-2,445
508
– –
-5,030
509
– –
-31,634
510
– –
-85,713
511
– –
-13,510
512
– –
-15,228
513
– –
-10,804
514
– –
-4,993
515
– –
-6,022
516
– –
-15,500
517
– –
-40,189
518
– –
-4,312
519
– –
-17,782
520
– –
-4,488
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