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
$1.67B
AUM Growth
-$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
569
New
Increased
Reduced
Closed

Top Buys

1
+$8.79M
2
+$7.55M
3
+$6.22M
4
PRFD icon
PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
PRFD
+$4.76M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$4.61M

Top Sells

1
+$6.94M
2
+$6.05M
3
+$4.7M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$4.31M
5
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$4.06M

Sector Composition

1 Technology 11.56%
2 Industrials 4.96%
3 Consumer Staples 4.41%
4 Financials 3.54%
5 Healthcare 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDY icon
426
SPDR S&P MidCap 400 ETF Trust
MDY
$24.3B
$319K 0.02%
597
-36
VKTX icon
427
Viking Therapeutics
VKTX
$3.89B
$318K 0.02%
+13,174
XLY icon
428
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.4B
$316K 0.02%
1,602
FDX icon
429
FedEx
FDX
$56.9B
$316K 0.02%
1,297
-21
DIS icon
430
Walt Disney
DIS
$201B
$312K 0.02%
3,162
-99
DRI icon
431
Darden Restaurants
DRI
$21.5B
$310K 0.02%
1,490
WM icon
432
Waste Management
WM
$86.5B
$309K 0.02%
1,336
+46
IONQ icon
433
IonQ
IONQ
$20.9B
$309K 0.02%
14,004
+438
BIP icon
434
Brookfield Infrastructure Partners
BIP
$15.8B
$309K 0.02%
10,371
AJUL
435
Innovator Equity Defined Protection ETF - 2 Yr to July 2026
AJUL
$64.7M
$309K 0.02%
11,551
CB icon
436
Chubb
CB
$111B
$307K 0.02%
1,017
+102
JPIB icon
437
JPMorgan International Bond Opportunities ETF
JPIB
$1.19B
$306K 0.02%
6,399
-105
AZN icon
438
AstraZeneca
AZN
$258B
$303K 0.02%
4,116
MPLX icon
439
MPLX
MPLX
$51.4B
$302K 0.02%
5,634
+638
MMIT icon
440
IQ MacKay Municipal Intermediate ETF
MMIT
$1.12B
$301K 0.02%
12,564
+98
BTC
441
Grayscale Bitcoin Mini Trust ETF
BTC
$4.83B
$301K 0.02%
+8,245
AXP icon
442
American Express
AXP
$246B
$301K 0.02%
1,118
+207
SF icon
443
Stifel
SF
$12B
$300K 0.02%
3,187
GE icon
444
GE Aerospace
GE
$321B
$300K 0.02%
1,497
+39
NAPR icon
445
Innovator Growth-100 Power Buffer ETF April
NAPR
$217M
$295K 0.02%
6,185
-502
O icon
446
Realty Income
O
$54.8B
$294K 0.02%
5,069
-7
MDLZ icon
447
Mondelez International
MDLZ
$78.6B
$293K 0.02%
4,318
-30
JAJL
448
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
$242M
$293K 0.02%
10,774
-800
JEMA icon
449
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.33B
$292K 0.02%
7,641
+2,064
SIVR icon
450
abrdn Physical Silver Shares ETF
SIVR
$3.08B
$292K 0.02%
8,969
-4,568
16 17
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