VWA

Visionary Wealth Advisors Portfolio holdings

AUM $2.22B
1-Year Est. Return 16.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.96B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$38.2M
2
+$14.8M
3
+$12.3M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$11.8M
5
HD icon
Home Depot
HD
+$9.4M

Top Sells

1
+$10.8M
2
+$7.2M
3
+$6.88M
4
SJM icon
J.M. Smucker
SJM
+$6.75M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$6.48M

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
51
$9.64M 0.49%
21,981
+1,660
52
$9.58M 0.49%
740,187
+39,738
53
$9.44M 0.48%
218,187
+22,020
54
$9.13M 0.47%
76,497
+4,405
55
$9.11M 0.47%
55,402
+1,598
56
$9.04M 0.46%
98,495
+2,275
57
$9M 0.46%
19,426
+2,677
58
$8.91M 0.45%
187,727
+55,910
59
$8.84M 0.45%
60,509
+1,249
60
$8.57M 0.44%
26,988
+3,480
61
$8.39M 0.43%
237,853
-8,337
62
$8.37M 0.43%
117,783
+68,816
63
$8.23M 0.42%
293,288
+15,835
64
$8.22M 0.42%
+177,754
65
$8.2M 0.42%
26,582
+490
66
$8.18M 0.42%
213,000
+8,218
67
$8.16M 0.42%
29,168
+448
68
$8.15M 0.42%
34,410
+4,343
69
$8.12M 0.41%
35,770
+25,401
70
$7.98M 0.41%
60,428
+8,536
71
$7.92M 0.4%
114,086
+5,836
72
$7.91M 0.4%
266,259
-110
73
$7.81M 0.4%
27,957
+1,191
74
$7.56M 0.39%
250,922
-64,364
75
$7.32M 0.37%
79,395
-6,893
1 2
3
4 5