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
251
$460K 0.04%
5,907
+2,534
252
$456K 0.04%
+15,794
253
$453K 0.04%
9,066
+1,556
254
$452K 0.04%
4,577
+134
255
$443K 0.04%
24,446
+5,160
256
$442K 0.04%
15,750
257
$440K 0.04%
4,572
+2,273
258
$437K 0.04%
+21,000
259
$435K 0.04%
16,502
+282
260
$434K 0.04%
3,075
+747
261
$430K 0.04%
2,872
-151
262
$427K 0.04%
+15,702
263
$422K 0.04%
14,729
264
$421K 0.04%
13,477
+1,943
265
$420K 0.04%
3,079
+96
266
$420K 0.04%
+12,321
267
$417K 0.04%
9,607
+1,553
268
$417K 0.04%
14,432
-4,695
269
$413K 0.04%
6,050
+317
270
$413K 0.04%
3,755
+280
271
$393K 0.04%
+2,688
272
$390K 0.04%
15,848
+4,166
273
$389K 0.03%
15,710
-17,432
274
$388K 0.03%
1,518
-399
275
$388K 0.03%
36,859
+2,075
9 10
11
12 13