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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
501
$291K 0.01%
1,116
-236
502
$283K 0.01%
2,607
-958
503
$281K 0.01%
7,883
-2,307
504
$279K 0.01%
2,890
-297
505
$279K 0.01%
5,590
-276
506
$276K 0.01%
7,918
-794
507
$274K 0.01%
9,574
508
$272K 0.01%
16,065
+333
509
$271K 0.01%
11,060
-1,010
510
$271K 0.01%
5,204
+29
511
$268K 0.01%
7,651
-1,013
512
$267K 0.01%
1,732
+83
513
$265K 0.01%
1,535
-4
514
$263K 0.01%
1,380
-185
515
$262K 0.01%
+2,350
516
$262K 0.01%
4,033
+425
517
$261K 0.01%
+1,733
518
$261K 0.01%
21,793
-6,124
519
$259K 0.01%
4,153
-146
520
$259K 0.01%
9,031
521
$258K 0.01%
+5,755
522
$257K 0.01%
121,912
-25,313
523
$257K 0.01%
562
-5
524
$255K 0.01%
1,195
-64
525
$254K 0.01%
901
+13
19 20
21
22 23