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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
1
$104M 4.86%
409,297
+2,571
2
$66.7M 3.11%
99,683
+6,789
3
$57.6M 2.69%
111,196
+20
4
$44.7M 2.09%
1,696,976
+1,542,177
5
$42.8M 2%
103,252
-991
6
$42M 1.96%
1,315,499
-668,971
7
$38.4M 1.79%
1,648,070
+111,132
8
$37.3M 1.74%
372,039
+119,025
9
$34.5M 1.61%
476,953
+1,606
10
$28.7M 1.34%
1,069,833
+149,086
11
$27.1M 1.26%
364,252
+19,863
12
$24.6M 1.15%
529,495
+115,474
13
$24.2M 1.13%
206,744
-13,728
14
$23.4M 1.09%
341,964
-9,405
15
$22.7M 1.06%
56,028
+2,465
16
$22.5M 1.05%
227,253
-16,358
17
$21.8M 1.02%
35,676
+9,266
18
$21.4M 1%
114,873
+2,588
19
$21M 0.98%
195,125
+27,425
20
$20.7M 0.96%
134,609
+2,565
21
$20.5M 0.95%
259,340
+160,504
22
$19.8M 0.93%
711,136
-16,168
23
$18.9M 0.88%
256,908
+140,236
24
$18.5M 0.86%
99,010
+3,841
25
$18.3M 0.85%
474,336
+85,210
1
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