VWA

Visionary Wealth Advisors Portfolio holdings

AUM $2.14B
1-Year Est. Return 16.9%
This Quarter Est. Return
1 Year Est. Return
+16.9%
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
426
$46K ﹤0.01%
+11,200
427
$31K ﹤0.01%
15,000
428
$23K ﹤0.01%
27,060
-5,000
429
$22K ﹤0.01%
10,994
430
$17K ﹤0.01%
11,200
431
$13K ﹤0.01%
10,100
-500
432
$12K ﹤0.01%
12,500
+2,500
433
$12K ﹤0.01%
575
434
$11K ﹤0.01%
505
435
$10K ﹤0.01%
16,000
436
$9K ﹤0.01%
1,450
+100
437
$6K ﹤0.01%
22,500
438
– –
-2,798
439
– –
-1,569
440
– –
-3,739
441
– –
-49,706
442
– –
-7,530
443
– –
-8,280
444
– –
-5,168
445
– –
-20,303
446
– –
-1,406
447
– –
-5,178
448
– –
-10,947
449
– –
-1,193
450
– –
-3,619
16 17
18
19 20