VWA
Visionary Wealth Advisors Portfolio holdings
AUM
$1.96B
1-Year Return
15.27%
This Quarter Return
+8.68%
1 Year Return
+15.27%
3 Year Return
+55.08%
5 Year Return
+87.77%
10 Year Return
–
AUM
$1.96B
AUM Growth
+$292M
(+18%)
Cap. Flow
+$169M
Cap. Flow
% of AUM
8.65%
Top 10 Holdings %
Top 10 Hldgs %
22.47%
Holding
605
New
64
Increased
282
Reduced
184
Closed
37
Top Buys
| 1 |
Apple
AAPL
|
+$38.8M |
| 2 |
O'Reilly Automotive
ORLY
|
+$14.6M |
| 3 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
+$12.5M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$11.8M |
| 5 |
Home Depot
HD
|
+$9.53M |
Top Sells
| 1 |
Hartford Total Return Bond ETF
HTRB
|
+$10.8M |
| 2 |
Quanta Services
PWR
|
+$8.48M |
| 3 |
SPDR SSGA Multi-Asset Real Return ETF
RLY
|
+$7.06M |
| 4 |
Schwab International Equity ETF
SCHF
|
+$6.88M |
| 5 |
J.M. Smucker
SJM
|
+$6.03M |
Sector Composition
| 1 | Technology | 14.2% |
| 2 | Industrials | 5.59% |
| 3 | Consumer Discretionary | 4.04% |
| 4 | Financials | 3.61% |
| 5 | Consumer Staples | 3.43% |
