VWA
Visionary Wealth Advisors Portfolio holdings
AUM
$1.96B
1-Year Est. Return
15.27%
1 Year Est. Return
+15.27%
AUM
$1.96B
AUM Growth
+$292M
(+18%)
Holding
605
Top Buys
| 1 | +$38.8M | |
| 2 | +$14.6M | |
| 3 | +$12.5M | |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$11.8M |
| 5 |
Home Depot
HD
|
+$9.53M |
Top Sells
| 1 | +$10.8M | |
| 2 | +$8.48M | |
| 3 | +$7.06M | |
| 4 |
Schwab International Equity ETF
SCHF
|
+$6.88M |
| 5 |
J.M. Smucker
SJM
|
+$6.03M |
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 | |
|---|---|---|---|---|---|---|
601
PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
$651M
| – | – |
-4,388
|
|
||
602
Newmont
NEM
$91B
| – | – |
-4,213
|
|
||
603
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.54B
| – | – |
-27,994
|
|
||
604
Hartford Multifactor Emerging Markets ETF
ROAM
$43.4M
| – | – |
-18,418
|
|
||
605
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$600M
| – | – |
-116,218
|
|