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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
101
$5.16M 0.24%
21,245
-19
102
$5.14M 0.24%
+120,261
103
$5.14M 0.24%
51,608
+10,432
104
$4.95M 0.23%
53,048
+12,916
105
$4.88M 0.23%
94,235
-18,874
106
$4.79M 0.22%
70,657
-3,027
107
$4.69M 0.22%
7,046
+55
108
$4.65M 0.22%
12,730
-1,081
109
$4.63M 0.22%
53,043
+1,058
110
$4.61M 0.22%
24,345
+162
111
$4.61M 0.21%
78,444
+4,714
112
$4.59M 0.21%
94,050
+4,274
113
$4.49M 0.21%
63,671
+7,357
114
$4.46M 0.21%
73,032
+6,818
115
$4.37M 0.2%
75,918
-8,767
116
$4.34M 0.2%
15,429
+105
117
$4.3M 0.2%
347,858
+18,596
118
$4.16M 0.19%
102,616
+705
119
$4.11M 0.19%
11,558
+2,196
120
$4.05M 0.19%
94,685
+20,719
121
$4M 0.19%
79,890
+22,352
122
$3.99M 0.19%
147,987
+1,757
123
$3.99M 0.19%
99,239
-55,532
124
$3.97M 0.19%
37,295
+17,043
125
$3.91M 0.18%
17,580
-493
3 4
5
6 7