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
101
$4.69M 0.24%
13,811
-135
102
$4.64M 0.24%
53,965
-8,397
103
$4.61M 0.24%
84,685
-15,544
104
$4.59M 0.23%
86,777
+18,664
105
$4.57M 0.23%
25,773
+6,140
106
$4.57M 0.23%
+6,065
107
$4.38M 0.22%
85,364
+2,005
108
$4.37M 0.22%
148,944
+3,654
109
$4.34M 0.22%
51,985
+2,751
110
$4.32M 0.22%
6,991
-1,342
111
$4.27M 0.22%
24,183
+1,024
112
$4.22M 0.22%
89,776
-2,720
113
$4.19M 0.21%
329,262
+31,687
114
$4.17M 0.21%
73,730
+669
115
$4.14M 0.21%
196,674
+6,570
116
$4.09M 0.21%
101,911
+4,169
117
$4.02M 0.21%
82,073
-10,375
118
$3.92M 0.2%
+66,214
119
$3.87M 0.2%
151,798
-1,857
120
$3.86M 0.2%
59,297
-3,251
121
$3.85M 0.2%
9,518
-101
122
$3.85M 0.2%
78,056
-8,208
123
$3.78M 0.19%
154,799
+11,743
124
$3.75M 0.19%
146,230
-1,454
125
$3.75M 0.19%
41,176
-10,495
3 4
5
6 7