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
526
$225K 0.01%
3,036
527
$225K 0.01%
11,840
+249
528
$224K 0.01%
+2,800
529
$224K 0.01%
748
-30
530
$223K 0.01%
1,683
+135
531
$223K 0.01%
+1,737
532
$220K 0.01%
+6,157
533
$220K 0.01%
+6,554
534
$220K 0.01%
+3,608
535
$219K 0.01%
3,265
-2,820
536
$219K 0.01%
8,712
-1,539
537
$215K 0.01%
+429
538
$215K 0.01%
+6,071
539
$215K 0.01%
8,097
-5,077
540
$214K 0.01%
11,296
541
$213K 0.01%
+1,105
542
$212K 0.01%
+5,142
543
$212K 0.01%
+2,287
544
$212K 0.01%
+1,950
545
$211K 0.01%
2,057
-96
546
$210K 0.01%
8,130
547
$210K 0.01%
+3,602
548
$210K 0.01%
+882
549
$210K 0.01%
+8,480
550
$208K 0.01%
+4,728
20 21
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