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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
576
$205K 0.01%
2,042
-16,914
577
$204K 0.01%
+7,900
578
$203K 0.01%
1,468
-100
579
$202K 0.01%
+5,819
580
$181K 0.01%
+2,380
581
$176K 0.01%
10,901
582
$162K 0.01%
+26,205
583
$152K 0.01%
20,090
-3,000
584
$145K 0.01%
11,200
-6,000
585
$139K 0.01%
+14,229
586
$108K 0.01%
10,589
+103
587
$104K ﹤0.01%
2,687
+295
588
$93.5K ﹤0.01%
10,500
589
$76.5K ﹤0.01%
21,440
590
$65.6K ﹤0.01%
12,500
-1,810
591
$48.1K ﹤0.01%
17,500
592
– –
-748
593
– –
-1,161
594
– –
-7,967
595
– –
-10,248
596
– –
-88,491
597
– –
-78,056
598
– –
-7,091
599
– –
-16,758
600
– –
-429
22 23
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