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
551
$207K 0.01%
+4,307
552
$207K 0.01%
23,090
-3,500
553
$205K 0.01%
+2,272
554
$205K 0.01%
+4,860
555
$205K 0.01%
+7,864
556
$202K 0.01%
+1,568
557
$198K 0.01%
11,145
+29
558
$173K 0.01%
35,000
559
$119K 0.01%
10,901
560
$118K 0.01%
10,486
-414
561
$105K 0.01%
17,200
562
$97.2K 0.01%
2,392
+389
563
$81.7K ﹤0.01%
10,500
564
$51.8K ﹤0.01%
10,248
+196
565
$45.8K ﹤0.01%
14,310
-2,000
566
$33.5K ﹤0.01%
25,000
567
$31.9K ﹤0.01%
17,500
568
$17.7K ﹤0.01%
21,440
569
– –
-2,398
570
– –
-12,246
571
– –
-4,388
572
– –
-4,213
573
– –
-27,994
574
– –
-18,418
575
– –
-10,992
21 22
23
24 25