VWA
Visionary Wealth Advisors Portfolio holdings
AUM
$2.14B
1-Year Est. Return
16.9%
1 Year Est. Return
+16.9%
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
Air Products & Chemicals
APD
$58.5B
| – | – |
-694
|
|
||
602
Airbnb
ABNB
$73.5B
| – | – |
-2,398
|
|
||
603
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$597M
| – | – |
-116,218
|
|
||
604
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2B
| – | – |
-24,344
|
|
||
605
L3Harris
LHX
$53.9B
| – | – |
-1,000
|
|