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
176
$2.32M 0.12%
8,141
+282
177
$2.31M 0.12%
21,389
+1,735
178
$2.27M 0.12%
82,392
+22,736
179
$2.25M 0.12%
20,596
-67
180
$2.25M 0.11%
605
181
$2.17M 0.11%
27,355
+1,537
182
$2.15M 0.11%
62,718
+8,579
183
$2.15M 0.11%
34,918
+163
184
$2.12M 0.11%
47,442
+16,676
185
$2.12M 0.11%
20,252
-332
186
$2.11M 0.11%
100,399
+10,310
187
$2.08M 0.11%
83,622
+44,477
188
$2.08M 0.11%
7,283
-58
189
$2.06M 0.11%
32,822
+21,074
190
$2.04M 0.1%
9,910
+580
191
$2.02M 0.1%
42,674
+250
192
$2M 0.1%
64,545
+32
193
$2M 0.1%
107,073
+89,778
194
$1.96M 0.1%
+8,788
195
$1.94M 0.1%
47,531
-12,010
196
$1.9M 0.1%
57,744
+8,183
197
$1.9M 0.1%
88,491
+293
198
$1.86M 0.1%
41,290
+26,472
199
$1.86M 0.1%
16,900
-1,403
200
$1.83M 0.09%
27,942
+1,976
6 7
8
9 10