We are live on ! Find out more
VWA

Visionary Wealth Advisors Portfolio holdings

AUM $2.26B
1-Year Est. Return 19.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.14B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$39.2M
2
+$12.2M
3
+$11.8M
4
CGCB icon
Capital Group Core Bond ETF
CGCB
+$11.7M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$10.1M

Top Sells

1
+$20.4M
2
+$18.8M
3
+$14.8M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$11.8M
5
VOE icon
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
51
$10.6M 0.5%
160,804
-5,286
52
$10.5M 0.49%
130,992
-894
53
$10.4M 0.49%
317,882
+152,689
54
$10.3M 0.48%
94,588
-11,385
55
$10.2M 0.48%
20,402
+976
56
$10.1M 0.47%
226,625
-1,582
57
$10M 0.47%
73,610
-2,887
58
$9.8M 0.46%
48,124
-7,327
59
$9.61M 0.45%
218,595
+408
60
$9.51M 0.44%
124,258
+6,475
61
$9.41M 0.44%
56,236
-4,273
62
$9.4M 0.44%
99,197
+702
63
$9.2M 0.43%
213,241
+241
64
$9M 0.42%
269,782
+18,860
65
$8.98M 0.42%
35,299
+889
66
$8.74M 0.41%
294,747
+1,459
67
$8.72M 0.41%
62,110
+1,682
68
$8.71M 0.41%
115,326
+1,240
69
$8.65M 0.4%
69,888
+8,039
70
$8.63M 0.4%
747,160
+6,973
71
$8.49M 0.4%
30,092
+2,135
72
$8.45M 0.39%
181,612
+3,858
73
$8.13M 0.38%
176,259
+22,513
74
$7.97M 0.37%
209,666
-28,187
75
$7.91M 0.37%
26,965
+383
1 2
3
4 5