VWA
Visionary Wealth Advisors Portfolio holdings
AUM
$2.22B
1-Year Est. Return
16.67%
This Fund
S&P 500
1 Year Est. Return
+16.67%
AUM
$2.14B
AUM Growth
+$186M
(+9.5%)
Holding
627
Top Buys
| 1 | +$39.2M | |
| 2 | +$12.2M | |
| 3 | +$11.8M | |
| 4 |
Capital Group Core Bond ETF
CGCB
|
+$11.7M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$10.1M |
Top Sells
| 1 | +$20.4M | |
| 2 | +$18.8M | |
| 3 | +$14.8M | |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$11.8M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
626
American Tower
AMT
$85.9B
| – | – |
-1,161
|
|
||
627
Avantis Core Fixed Income ETF
AVIG
$1.63B
| – | – |
-7,967
|
|