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
526
$254K 0.01%
7,218
-410
527
$254K 0.01%
+2,000
528
$253K 0.01%
+11,450
529
$252K 0.01%
6,115
-127
530
$251K 0.01%
3,853
-176
531
$251K 0.01%
816
+5
532
$251K 0.01%
7,118
-156
533
$249K 0.01%
10,044
+520
534
$249K 0.01%
1,605
-5
535
$247K 0.01%
+12,445
536
$246K 0.01%
7,048
-201
537
$241K 0.01%
7,715
-75
538
$241K 0.01%
731
-100
539
$240K 0.01%
+973
540
$237K 0.01%
10,345
541
$236K 0.01%
5,600
542
$235K 0.01%
11,871
+31
543
$234K 0.01%
6,157
544
$234K 0.01%
18,230
+865
545
$232K 0.01%
3,043
+7
546
$230K 0.01%
4,472
-218
547
$230K 0.01%
1,950
548
$230K 0.01%
1,617
-66
549
$229K 0.01%
+5,177
550
$229K 0.01%
879
-163
20 21
22
23 24