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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
201
$1.92M 0.09%
+48,974
202
$1.91M 0.09%
11,787
-144
203
$1.9M 0.09%
41,182
-1,202
204
$1.9M 0.09%
10,310
+400
205
$1.89M 0.09%
43,092
+4,006
206
$1.88M 0.09%
6,326
+663
207
$1.87M 0.09%
+19,409
208
$1.8M 0.08%
8,788
209
$1.78M 0.08%
9,401
-376
210
$1.78M 0.08%
19,475
+3,453
211
$1.77M 0.08%
44,612
-476
212
$1.77M 0.08%
20,035
+313
213
$1.75M 0.08%
37,626
+1,130
214
$1.73M 0.08%
5,771
+212
215
$1.7M 0.08%
74,873
-528
216
$1.69M 0.08%
23,652
-863
217
$1.69M 0.08%
33,280
-34,526
218
$1.65M 0.08%
13,612
+9,070
219
$1.64M 0.08%
35,572
-5,718
220
$1.63M 0.08%
37,066
+24,465
221
$1.62M 0.08%
18,720
+2,710
222
$1.62M 0.08%
34,039
+1,919
223
$1.6M 0.07%
41,103
-1,399
224
$1.59M 0.07%
13,222
-77
225
$1.58M 0.07%
7,965
+457
7 8
9
10 11