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
SMH icon
326
VanEck Semiconductor ETF
SMH
$45.4B
$678K 0.03%
1,883
+109
DFUS icon
327
Dimensional US Equity ETF
DFUS
$18.8B
$673K 0.03%
9,070
AIRR icon
328
First Trust RBA American Industrial Renaissance ETF
AIRR
$8.32B
$672K 0.03%
6,839
+3,949
INCM icon
329
Franklin Income Focus ETF
INCM
$1.4B
$667K 0.03%
23,800
+4,108
BITW
330
Bitwise 10 Crypto Index ETF
BITW
$935M
$667K 0.03%
+11,345
JBND icon
331
JPMorgan Active Bond ETF
JBND
$6.67B
$665K 0.03%
12,305
+2,902
VFLO icon
332
VictoryShares Free Cash Flow ETF
VFLO
$6.22B
$663K 0.03%
16,830
+2,565
FV icon
333
First Trust Dorsey Wright Focus 5 ETF
FV
$3.41B
$661K 0.03%
10,499
-2,063
MDYV icon
334
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.42B
$658K 0.03%
7,768
-7,298
EALT icon
335
Innovator US Equity 5 to 15 Buffer ETF Quarterly
EALT
$172M
$655K 0.03%
18,567
+3,713
IYF icon
336
iShares US Financials ETF
IYF
$3.61B
$649K 0.03%
5,031
ANET icon
337
Arista Networks
ANET
$174B
$648K 0.03%
4,947
+101
EEM icon
338
iShares MSCI Emerging Markets ETF
EEM
$28.5B
$648K 0.03%
11,847
-261
AUMI
339
Themes Gold Miners ETF
AUMI
$37.6M
$643K 0.03%
6,998
+4,233
NVDY icon
340
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.37B
$634K 0.03%
43,374
+5,853
GSC icon
341
Goldman Sachs Small Cap Equity ETF
GSC
$155M
$631K 0.03%
11,606
-375
AIQ icon
342
Global X Artificial Intelligence & Technology ETF
AIQ
$7.79B
$622K 0.03%
12,238
-1,001
IAU icon
343
iShares Gold Trust
IAU
$83B
$622K 0.03%
7,662
-252
BLOK icon
344
Amplify Blockchain Technology ETF
BLOK
$1.01B
$612K 0.03%
10,756
-3,640
XLC icon
345
State Street Communication Services Select Sector SPDR ETF
XLC
$26.5B
$610K 0.03%
5,182
-364
IHAK icon
346
iShares Cybersecurity and Tech ETF
IHAK
$735M
$607K 0.03%
12,624
-235
CIBR icon
347
First Trust NASDAQ Cybersecurity ETF
CIBR
$9.93B
$607K 0.03%
8,498
+2,147
ABT icon
348
Abbott
ABT
$192B
$602K 0.03%
4,802
-816
ZWS icon
349
Zurn Elkay Water Solutions
ZWS
$7.84B
$599K 0.03%
12,877
-5,085
ISRG icon
350
Intuitive Surgical
ISRG
$175B
$598K 0.03%
1,056
+25