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
376
$221K 0.02%
5,545
+837
377
$220K 0.02%
4,352
-1,941
378
$220K 0.02%
+1,280
379
$218K 0.02%
+3,188
380
$217K 0.02%
1,709
-498
381
$217K 0.02%
6,461
+163
382
$217K 0.02%
4,426
-1,698
383
$217K 0.02%
2,066
+3
384
$215K 0.02%
2,483
+528
385
$214K 0.02%
7,135
+200
386
$213K 0.02%
+3,952
387
$213K 0.02%
867
-293
388
$211K 0.02%
21,500
-300
389
$210K 0.02%
+1,988
390
$207K 0.02%
+7,282
391
$204K 0.02%
10,953
+28
392
$203K 0.02%
+1,162
393
$203K 0.02%
+2,382
394
$202K 0.02%
2,882
+192
395
$202K 0.02%
8,172
+542
396
$200K 0.02%
+7,600
397
$194K 0.02%
10,365
-2,096
398
$193K 0.02%
13,279
-371
399
$179K 0.02%
16,545
+283
400
$178K 0.02%
+13,230
14 15
16
17 18