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
276
$388K 0.03%
+13,333
277
$386K 0.03%
4,320
-213
278
$383K 0.03%
1,280
-14
279
$382K 0.03%
9,765
-5,813
280
$379K 0.03%
+16,598
281
$379K 0.03%
+17,450
282
$375K 0.03%
13,126
+4,815
283
$375K 0.03%
7,280
+2,218
284
$375K 0.03%
2,725
-140
285
$375K 0.03%
9,287
+4,190
286
$371K 0.03%
17,736
-1,359
287
$369K 0.03%
2,425
+655
288
$367K 0.03%
+13,588
289
$367K 0.03%
+3,234
290
$366K 0.03%
1,234
-16
291
$364K 0.03%
+15,148
292
$361K 0.03%
11,860
+500
293
$361K 0.03%
29,305
+1,755
294
$361K 0.03%
2,417
+30
295
$360K 0.03%
4,374
-283
296
$359K 0.03%
+6,966
297
$357K 0.03%
17,085
-624
298
$353K 0.03%
2,632
+858
299
$350K 0.03%
16,591
-2,404
300
$349K 0.03%
1,496
+24
10 11
12
13 14