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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
76
$7.63M 0.36%
150,196
+144,091
77
$7.57M 0.35%
159,068
-28,659
78
$7.49M 0.35%
167,671
+41,967
79
$7.47M 0.35%
89,466
+18,273
80
$7.47M 0.35%
1,095,042
+2,095
81
$7.32M 0.34%
112,583
+10,758
82
$7.22M 0.34%
29,635
+3,862
83
$6.97M 0.33%
146,538
+39,992
84
$6.85M 0.32%
235,473
+8,637
85
$6.73M 0.31%
108,197
+6,881
86
$6.69M 0.31%
100,869
-180
87
$6.68M 0.31%
244,704
+3,749
88
$6.63M 0.31%
96,850
+91,108
89
$6.42M 0.3%
6,730
+665
90
$6.42M 0.3%
75,283
+36,158
91
$6.13M 0.29%
132,633
-5,668
92
$5.81M 0.27%
125,173
-327,585
93
$5.81M 0.27%
44,285
-1,863
94
$5.79M 0.27%
85,011
+549
95
$5.78M 0.27%
97,704
-921
96
$5.75M 0.27%
61,558
-17,837
97
$5.73M 0.27%
61,158
+7,193
98
$5.54M 0.26%
9,234
-1,670
99
$5.39M 0.25%
171,748
+22,804
100
$5.33M 0.25%
31,634
+412
2 3
4
5 6