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
126
$3.75M 0.19%
21,264
-413
127
$3.73M 0.19%
4,785
+2,590
128
$3.72M 0.19%
168,116
+30,110
129
$3.71M 0.19%
31,222
-1,883
130
$3.63M 0.19%
56,314
+8,554
131
$3.59M 0.18%
40,132
+1,680
132
$3.56M 0.18%
18,073
+2,594
133
$3.49M 0.18%
87,113
+1,740
134
$3.48M 0.18%
189,097
+23,460
135
$3.38M 0.17%
67,806
-4,158
136
$3.35M 0.17%
15,324
+2,946
137
$3.34M 0.17%
176,044
+102,315
138
$3.33M 0.17%
13,526
-3,929
139
$3.32M 0.17%
75,656
-20,002
140
$3.26M 0.17%
38,411
-382
141
$3.2M 0.16%
9,021
+3,972
142
$3.2M 0.16%
26,879
+10,352
143
$3.2M 0.16%
57,989
+52,762
144
$3.19M 0.16%
39,125
+17,372
145
$3.18M 0.16%
+16,983
146
$3.18M 0.16%
175,274
+139,717
147
$3.13M 0.16%
59,811
-29,104
148
$3.09M 0.16%
10,178
+954
149
$3.09M 0.16%
106,307
-242,657
150
$3.08M 0.16%
54,658
+1,822
4 5
6
7 8