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VWA

Visionary Wealth Advisors Portfolio holdings

AUM $2.26B
1-Year Est. Return 19.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.51%
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
+$12.6M
2
+$8.99M
3
+$7.08M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$6.25M
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$4.24M

Top Sells

1
+$8.63M
2
+$8.61M
3
+$7.4M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$4.37M
5
BND icon
Vanguard Total Bond Market
BND
+$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
– –
-3,724
439
– –
-7,484
440
– –
-4,565
441
– –
-579
442
– –
-32,026
443
– –
-2,833
444
– –
-9,769
445
– –
-8,333
446
– –
-15,979
447
– –
-5,168
448
– –
-20,303
449
– –
-47,366
450
– –
-11,843
16 17
18
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