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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
151
$3.06M 0.14%
+121,001
152
$3.04M 0.14%
84,324
+77,770
153
$3.03M 0.14%
121,428
+53,974
154
$3.01M 0.14%
5,288
-11
155
$3M 0.14%
66,261
+9,395
156
$2.96M 0.14%
172,297
-2,977
157
$2.95M 0.14%
91,977
+32,426
158
$2.83M 0.13%
97,522
+15,130
159
$2.83M 0.13%
+37,747
160
$2.79M 0.13%
48,087
-9,902
161
$2.77M 0.13%
29,155
-63
162
$2.76M 0.13%
+101,058
163
$2.73M 0.13%
11,301
-1,775
164
$2.69M 0.13%
2,902
+256
165
$2.62M 0.12%
25,421
-4,203
166
$2.6M 0.12%
21,748
-5,131
167
$2.6M 0.12%
605
168
$2.58M 0.12%
23,358
+10,026
169
$2.53M 0.12%
18,078
+44
170
$2.47M 0.12%
11,444
+207
171
$2.46M 0.11%
29,777
-5,250
172
$2.45M 0.11%
+35,218
173
$2.44M 0.11%
30,587
+3,232
174
$2.44M 0.11%
65,436
+2,718
175
$2.39M 0.11%
8,140
-1
5 6
7
8 9