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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
126
$3.86M 0.18%
5,053
+268
127
$3.83M 0.18%
150,377
-45,147
128
$3.8M 0.18%
148,624
-3,174
129
$3.73M 0.17%
62,296
-22,801
130
$3.73M 0.17%
67,451
-349,326
131
$3.72M 0.17%
54,157
-5,140
132
$3.71M 0.17%
85,775
-1,338
133
$3.67M 0.17%
13,422
-104
134
$3.63M 0.17%
201,466
+12,369
135
$3.55M 0.17%
19,461
+1,240
136
$3.53M 0.16%
70,318
-11,755
137
$3.47M 0.16%
19,849
-35,553
138
$3.45M 0.16%
38,442
+31
139
$3.37M 0.16%
149,995
-18,121
140
$3.31M 0.15%
61,464
+1,653
141
$3.31M 0.15%
9,689
+668
142
$3.27M 0.15%
87,605
+5,934
143
$3.26M 0.15%
27,404
+6,808
144
$3.24M 0.15%
55,243
+585
145
$3.23M 0.15%
9,851
-327
146
$3.16M 0.15%
88,460
+30,716
147
$3.14M 0.15%
9,756
+238
148
$3.13M 0.15%
18,859
+1,876
149
$3.11M 0.15%
17,587
-689
150
$3.1M 0.14%
8,976
+866
4 5
6
7 8