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
401
$171K 0.02%
17,252
-62,650
402
$166K 0.01%
12,662
+668
403
$164K 0.01%
15,029
-10,142
404
$151K 0.01%
11,810
+700
405
$148K 0.01%
+10,200
406
$148K 0.01%
14,775
+725
407
$145K 0.01%
14,700
-5,000
408
$118K 0.01%
11,700
+1,000
409
$117K 0.01%
27,000
-997
410
$115K 0.01%
15,193
+2,825
411
$113K 0.01%
17,350
+3,650
412
$105K 0.01%
+11,604
413
$105K 0.01%
19,853
+2,800
414
$96K 0.01%
10,836
+30
415
$96K 0.01%
15,002
+348
416
$91K 0.01%
+580
417
$75K 0.01%
+10,750
418
$73K 0.01%
16,600
+62
419
$64K 0.01%
17,457
-375
420
$59K 0.01%
+10,551
421
$54K ﹤0.01%
10,157
+2,472
422
$50K ﹤0.01%
13,580
423
$48K ﹤0.01%
10,000
424
$47K ﹤0.01%
11,100
+300
425
$47K ﹤0.01%
570
-15
15 16
17
18 19