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
201
$1.83M 0.09%
16,960
+128
202
$1.8M 0.09%
19,750
-11,489
203
$1.78M 0.09%
42,384
+33,639
204
$1.78M 0.09%
9,777
-1,091
205
$1.77M 0.09%
59,551
+10,183
206
$1.76M 0.09%
6,026
+747
207
$1.71M 0.09%
45,088
-6,364
208
$1.71M 0.09%
36,496
+728
209
$1.69M 0.09%
11,931
+1,344
210
$1.68M 0.09%
75,401
+5,299
211
$1.67M 0.09%
9,653
+18
212
$1.66M 0.08%
634
+21
213
$1.65M 0.08%
24,515
+195
214
$1.65M 0.08%
7,076
-37
215
$1.64M 0.08%
19,722
+10
216
$1.64M 0.08%
12,260
+60
217
$1.64M 0.08%
20,624
+3,784
218
$1.63M 0.08%
22,907
+3,679
219
$1.62M 0.08%
17,019
-4,678
220
$1.61M 0.08%
42,502
-586
221
$1.58M 0.08%
13,299
+49
222
$1.57M 0.08%
18,956
+7,068
223
$1.57M 0.08%
5,663
+278
224
$1.56M 0.08%
39,086
-3,492
225
$1.54M 0.08%
34,374
+6,045
7 8
9
10 11