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
501
$253K 0.01%
5,175
502
$252K 0.01%
+3,580
503
$250K 0.01%
4,029
-540
504
$249K 0.01%
9,031
-5,468
505
$248K 0.01%
6,242
-9
506
$248K 0.01%
+607
507
$245K 0.01%
1,610
-12
508
$243K 0.01%
1,649
-341
509
$242K 0.01%
4,735
+12
510
$241K 0.01%
5,365
511
$241K 0.01%
7,249
-4,081
512
$239K 0.01%
17,365
+2,981
513
$239K 0.01%
+6,267
514
$238K 0.01%
567
-5
515
$236K 0.01%
2,345
-216
516
$235K 0.01%
7,790
-2,141
517
$234K 0.01%
10,345
518
$232K 0.01%
11,141
-317
519
$231K 0.01%
811
+18
520
$230K 0.01%
7,091
-705
521
$230K 0.01%
+1,900
522
$227K 0.01%
12,469
+1,616
523
$227K 0.01%
5,600
524
$227K 0.01%
8,685
+113
525
$226K 0.01%
+3,044
19 20
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