VWA

Visionary Wealth Advisors Portfolio holdings

AUM $1.96B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.11B
AUM Growth
-$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$8.91M
3
+$6.94M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$5.87M
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$4.03M

Top Sells

1
+$8.54M
2
+$8.49M
3
+$7.25M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$4.29M
5
PFE icon
Pfizer
PFE
+$4.02M

Sector Composition

1 Technology 9.56%
2 Healthcare 5.15%
3 Industrials 5.04%
4 Consumer Staples 4.29%
5 Financials 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$562K 0.05%
30,838
-1,890
227
$559K 0.05%
+6,109
228
$554K 0.05%
7,189
-1,322
229
$552K 0.05%
11,919
+4,886
230
$534K 0.05%
20,674
+3,920
231
$534K 0.05%
5,254
+1,290
232
$524K 0.05%
5,671
-173
233
$523K 0.05%
22,464
+29
234
$522K 0.05%
4,865
-12
235
$522K 0.05%
9,560
-1,943
236
$517K 0.05%
5,667
-43
237
$512K 0.05%
+14,710
238
$512K 0.05%
+19,442
239
$507K 0.05%
5,649
-1,020
240
$507K 0.05%
44,700
+21,900
241
$506K 0.05%
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242
$502K 0.05%
14,336
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243
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2,945
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244
$479K 0.04%
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+1,859
245
$474K 0.04%
38,099
+23,673
246
$470K 0.04%
44,450
+4,950
247
$469K 0.04%
12,030
+226
248
$467K 0.04%
28,300
+17,850
249
$464K 0.04%
12,855
+323
250
$462K 0.04%
8,357
+285
8 9
10
11 12