We are live on ! Find out more
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
176
$2.38M 0.11%
47,139
+39,919
177
$2.35M 0.11%
37,401
+4,579
178
$2.34M 0.11%
44,707
-40,657
179
$2.32M 0.11%
20,339
-528
180
$2.31M 0.11%
89,010
+5,388
181
$2.3M 0.11%
12,519
+1,248
182
$2.28M 0.11%
45,065
-3,884
183
$2.27M 0.11%
7,091
-192
184
$2.26M 0.11%
35,102
+184
185
$2.25M 0.11%
109,902
+2,829
186
$2.23M 0.1%
29,144
+1,202
187
$2.2M 0.1%
42,738
+64
188
$2.18M 0.1%
47,737
+295
189
$2.17M 0.1%
16,071
+14,334
190
$2.17M 0.1%
25,627
-3,039
191
$2.15M 0.1%
48,206
-23,236
192
$2.11M 0.1%
6,947
+921
193
$2.08M 0.1%
19,888
+2,869
194
$2.07M 0.1%
28,308
+5,401
195
$2.04M 0.1%
47,439
-92
196
$2M 0.09%
103,272
-72,772
197
$1.99M 0.09%
63,650
-895
198
$1.96M 0.09%
9,988
+335
199
$1.95M 0.09%
11,468
200
$1.92M 0.09%
16,931
-29
6 7
8
9 10