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
76
$7.31M 0.37%
98,836
-780
77
$7.3M 0.37%
61,849
+55,534
78
$7.19M 0.37%
71,193
+6,659
79
$7.15M 0.37%
101,049
+1,492
80
$6.58M 0.34%
153,746
+8,421
81
$6.39M 0.33%
240,955
-6,206
82
$6.33M 0.32%
138,301
-18,084
83
$6.28M 0.32%
226,836
+21,506
84
$6.23M 0.32%
101,825
+13,642
85
$6.15M 0.31%
46,148
+3,623
86
$6.05M 0.31%
154,771
+100,155
87
$6.02M 0.31%
10,904
+995
88
$5.94M 0.3%
101,316
-2,024
89
$5.77M 0.29%
113,109
+18,897
90
$5.4M 0.28%
84,462
+147
91
$5.37M 0.27%
+98,625
92
$5.31M 0.27%
125,704
+5,158
93
$5.3M 0.27%
165,193
+19,297
94
$5.03M 0.26%
120,250
+1,097
95
$5.01M 0.26%
106,546
-86,646
96
$4.95M 0.25%
60,711
-6,998
97
$4.9M 0.25%
78,142
+18,534
98
$4.85M 0.25%
85,097
+4,716
99
$4.74M 0.24%
73,684
-2,150
100
$4.74M 0.24%
195,524
+1,619
2 3
4
5 6