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
$2.22B
AUM Growth
+$72.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$4.71M
3
+$4.16M
4
PVAL icon
Putnam Focused Large Cap Value ETF
PVAL
+$3.24M
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$3.14M

Top Sells

1
+$7.52M
2
+$3.73M
3
+$2.9M
4
GQGU
GQG US Equity ETF
GQGU
+$2.74M
5
AOK icon
iShares Core Conservative Allocation ETF
AOK
+$2.05M

Sector Composition

1 Technology 13.45%
2 Industrials 5.4%
3 Consumer Discretionary 3.7%
4 Financials 3.34%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRM icon
226
Salesforce
CRM
$179B
$1.51M 0.07%
5,712
+329
NUKZ icon
227
Range Nuclear Renaissance Index ETF
NUKZ
$833M
$1.51M 0.07%
23,801
+2,164
ETH
228
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.67B
$1.51M 0.07%
53,712
+4,738
TLH icon
229
iShares 10-20 Year Treasury Bond ETF
TLH
$12.5B
$1.48M 0.07%
14,570
-10,851
XMHQ icon
230
Invesco S&P MidCap Quality ETF
XMHQ
$5.13B
$1.45M 0.07%
14,206
+67
URA icon
231
Global X Uranium ETF
URA
$7.17B
$1.45M 0.07%
34,032
-7
VGT icon
232
Vanguard Information Technology ETF
VGT
$111B
$1.42M 0.06%
1,878
-43
HYBB icon
233
iShares BB Rated Corporate Bond ETF
HYBB
$530M
$1.35M 0.06%
28,560
+12,726
IOO icon
234
iShares Global 100 ETF
IOO
$7.91B
$1.32M 0.06%
10,458
-443
HON icon
235
Honeywell
HON
$152B
$1.31M 0.06%
6,713
-794
MS icon
236
Morgan Stanley
MS
$255B
$1.31M 0.06%
7,364
+158
CHAT icon
237
Roundhill Generative AI & Technology ETF
CHAT
$1.09B
$1.28M 0.06%
21,674
+3,736
NFLX icon
238
Netflix
NFLX
$401B
$1.26M 0.06%
13,418
+948
BUFB icon
239
Innovator Laddered Allocation Buffer ETF
BUFB
$246M
$1.26M 0.06%
34,331
+254
VFVA icon
240
Vanguard US Value Factor ETF
VFVA
$762M
$1.26M 0.06%
9,471
-479
IWV icon
241
iShares Russell 3000 ETF
IWV
$17.6B
$1.24M 0.06%
3,205
+9
WTPI
242
WisdomTree Equity Premium Income Fund
WTPI
$443M
$1.23M 0.06%
37,379
+1,475
QUAL icon
243
iShares MSCI USA Quality Factor ETF
QUAL
$49.1B
$1.21M 0.05%
6,104
+43
YMAR icon
244
FT Vest International Equity Moderate Buffer ETF March
YMAR
$99M
$1.21M 0.05%
44,765
-380
IBM icon
245
IBM
IBM
$233B
$1.19M 0.05%
4,019
+921
MELI icon
246
Mercado Libre
MELI
$89.5B
$1.18M 0.05%
584
-51
GRID icon
247
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$7.86B
$1.17M 0.05%
7,665
+5,589
NOW icon
248
ServiceNow
NOW
$121B
$1.16M 0.05%
7,590
-2,720
HODL icon
249
VanEck Bitcoin Trust
HODL
$1.3B
$1.15M 0.05%
46,558
+6,095
VNQ icon
250
Vanguard Real Estate ETF
VNQ
$35.8B
$1.15M 0.05%
12,949
-344
8 9
10
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