VWA
Visionary Wealth Advisors Portfolio holdings
AUM
$2.14B
1-Year Est. Return
16.9%
1 Year Est. Return
+16.9%
AUM
$2.14B
AUM Growth
+$186M
(+9.5%)
Holding
627
Top Buys
| 1 | +$40.6M | |
| 2 | +$12.7M | |
| 3 | +$11.9M | |
| 4 |
Capital Group Core Bond ETF
CGCB
|
+$11.8M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$10.3M |
Top Sells
| 1 | +$21.3M | |
| 2 | +$19.3M | |
| 3 | +$15.2M | |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$11.8M |
| 5 |
Vanguard Mid-Cap Value ETF
VOE
|
+$6.21M |
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 | |
|---|---|---|---|---|---|---|
626
Stifel
SF
$13.2B
| – | – |
-3,792
|
|
||
627
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.08B
| – | – |
-54,919
|
|