VWA

Visionary Wealth Advisors Portfolio holdings

AUM $2.14B
1-Year Est. Return 16.9%
This Quarter Est. Return
1 Year Est. Return
+16.9%
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
+$40.6M
2
+$12.7M
3
+$11.9M
4
CGCB icon
Capital Group Core Bond ETF
CGCB
+$11.8M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$10.3M

Top Sells

1
+$21.3M
2
+$19.3M
3
+$15.2M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$11.8M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$6.21M

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
UNP icon
276
Union Pacific
UNP
$143B
$974K 0.05%
4,122
-90
HOOD icon
277
Robinhood
HOOD
$104B
$970K 0.05%
6,775
+1,161
IWP icon
278
iShares Russell Mid-Cap Growth ETF
IWP
$20.3B
$969K 0.05%
6,805
+1,140
UBER icon
279
Uber
UBER
$170B
$966K 0.05%
9,862
+751
BLOK icon
280
Amplify Blockchain Technology ETF
BLOK
$1.12B
$965K 0.05%
14,396
-4,601
CRWD icon
281
CrowdStrike
CRWD
$123B
$961K 0.04%
1,959
-510
IUSG icon
282
iShares Core S&P US Growth ETF
IUSG
$26B
$954K 0.04%
5,799
+1
GS icon
283
Goldman Sachs
GS
$267B
$951K 0.04%
1,194
+105
IQLT icon
284
iShares MSCI Intl Quality Factor ETF
IQLT
$13.5B
$942K 0.04%
21,311
+455
CVS icon
285
CVS Health
CVS
$101B
$940K 0.04%
12,464
-576
KKR icon
286
KKR & Co
KKR
$120B
$930K 0.04%
7,160
-20
IDEV icon
287
iShares Core MSCI International Developed Markets ETF
IDEV
$24.2B
$925K 0.04%
11,535
+5,497
FSCO
288
FS Credit Opportunities Corp
FSCO
$1.23B
$923K 0.04%
133,556
+4,275
BX icon
289
Blackstone
BX
$116B
$917K 0.04%
5,365
+226
XMLV icon
290
Invesco S&P MidCap Low Volatility ETF
XMLV
$764M
$898K 0.04%
14,131
-140
DRLL icon
291
Strive US Energy ETF
DRLL
$244M
$892K 0.04%
31,025
-12,147
PM icon
292
Philip Morris
PM
$247B
$889K 0.04%
5,483
-297
SCHK icon
293
Schwab 1000 Index ETF
SCHK
$4.81B
$884K 0.04%
27,514
-570
C icon
294
Citigroup
C
$202B
$882K 0.04%
8,685
+3,838
IBM icon
295
IBM
IBM
$289B
$874K 0.04%
3,098
-53
WMB icon
296
Williams Companies
WMB
$72.6B
$874K 0.04%
13,799
-447
QMOM icon
297
Alpha Architect US Quantitative Momentum ETF
QMOM
$345M
$871K 0.04%
13,517
+1,844
AAAU icon
298
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.48B
$867K 0.04%
22,733
+1,925
APP icon
299
Applovin
APP
$228B
$866K 0.04%
1,205
+424
DE icon
300
Deere & Co
DE
$132B
$859K 0.04%
1,878
+596
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