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
326
$297K 0.03%
620
+26
327
$297K 0.03%
5,300
-1,109
328
$293K 0.03%
3,223
-45
329
$290K 0.03%
+3,025
330
$286K 0.03%
6,475
-530
331
$284K 0.03%
2,497
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332
$283K 0.03%
5,108
+993
333
$283K 0.03%
520
-1
334
$282K 0.03%
62,200
+18,000
335
$280K 0.03%
1,663
-337
336
$280K 0.03%
15,111
+5,743
337
$278K 0.02%
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338
$278K 0.02%
2,794
+511
339
$274K 0.02%
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340
$273K 0.02%
3,364
-195
341
$272K 0.02%
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342
$272K 0.02%
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343
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12,415
+2,035
344
$265K 0.02%
2,252
345
$265K 0.02%
5,540
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346
$263K 0.02%
10,804
+1,873
347
$261K 0.02%
428
-159
348
$259K 0.02%
1,906
+170
349
$256K 0.02%
3,871
-120
350
$256K 0.02%
5,704
12 13
14
15 16