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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
551
$229K 0.01%
931
+49
552
$228K 0.01%
+2,708
553
$225K 0.01%
+940
554
$225K 0.01%
+5,310
555
$225K 0.01%
35,000
556
$224K 0.01%
5,142
557
$222K 0.01%
+1,185
558
$222K 0.01%
+2,222
559
$222K 0.01%
+2,116
560
$221K 0.01%
+2,765
561
$221K 0.01%
+11,472
562
$220K 0.01%
4,860
563
$219K 0.01%
6,977
-1,719
564
$218K 0.01%
11,363
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565
$218K 0.01%
1,040
-65
566
$217K 0.01%
7,864
567
$216K 0.01%
+3,529
568
$213K 0.01%
3,227
-375
569
$212K 0.01%
+4,123
570
$212K 0.01%
+1,488
571
$210K 0.01%
8,123
-43,453
572
$210K 0.01%
4,682
-46
573
$209K 0.01%
+1,670
574
$208K 0.01%
+8,882
575
$207K 0.01%
+4,478
21 22
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