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
151
$3.03M 0.15%
71,442
-14,886
152
$3.01M 0.15%
29,624
+16,425
153
$2.99M 0.15%
+73,966
154
$2.98M 0.15%
5,299
-266
155
$2.95M 0.15%
29,988
-29,577
156
$2.91M 0.15%
+81,671
157
$2.88M 0.15%
18,276
-189
158
$2.86M 0.15%
143,757
-6,009
159
$2.85M 0.15%
9,362
+1,241
160
$2.82M 0.14%
13,076
-521
161
$2.82M 0.14%
57,538
-2,551
162
$2.82M 0.14%
11,337
+3,526
163
$2.81M 0.14%
35,027
+663
164
$2.74M 0.14%
29,218
-522
165
$2.66M 0.14%
56,929
-4,334
166
$2.63M 0.13%
28,666
+22,562
167
$2.62M 0.13%
2,646
+71
168
$2.53M 0.13%
8,110
+7,042
169
$2.52M 0.13%
56,866
+337
170
$2.48M 0.13%
18,221
-1,378
171
$2.46M 0.13%
48,949
-21,179
172
$2.45M 0.13%
18,034
+4,247
173
$2.35M 0.12%
11,237
+3,674
174
$2.34M 0.12%
11,271
+1,216
175
$2.34M 0.12%
20,867
+108
5 6
7
8 9