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
351
$255K 0.02%
3,654
-1,495
352
$254K 0.02%
25,475
+6,715
353
$253K 0.02%
3,163
-16
354
$252K 0.02%
395
+11
355
$249K 0.02%
4,013
-1,182
356
$247K 0.02%
7,169
-400
357
$246K 0.02%
2,660
+358
358
$246K 0.02%
5,870
+435
359
$243K 0.02%
15,840
-1,165
360
$242K 0.02%
5,355
+30
361
$239K 0.02%
2,665
+807
362
$238K 0.02%
+1,060
363
$235K 0.02%
6,054
+501
364
$235K 0.02%
569
365
$233K 0.02%
7,979
-980
366
$230K 0.02%
2,908
+42
367
$230K 0.02%
8,133
368
$229K 0.02%
+1,090
369
$229K 0.02%
7,744
370
$229K 0.02%
1,821
+92
371
$229K 0.02%
780
-13
372
$226K 0.02%
4,428
+80
373
$226K 0.02%
2,751
-427
374
$223K 0.02%
1,649
375
$223K 0.02%
3,197
-1,640
13 14
15
16 17