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
26
$9.9M 0.89%
30,329
+193
27
$9.61M 0.86%
72,900
-3,485
28
$9.39M 0.84%
155,605
+14,846
29
$9.3M 0.83%
64,234
+3,134
30
$9.27M 0.83%
121,533
+12,614
31
$8.93M 0.8%
50,298
+1,119
32
$8.91M 0.8%
+178,464
33
$8.16M 0.73%
72,442
+439
34
$8.1M 0.73%
52,910
+2,308
35
$7.75M 0.7%
429,613
+78,534
36
$7.61M 0.68%
41,709
+3,078
37
$7.61M 0.68%
88,847
+4,060
38
$7.36M 0.66%
176,709
-8,713
39
$7.2M 0.65%
56,674
-4,026
40
$6.83M 0.61%
71,703
-76,126
41
$6.74M 0.6%
166,275
+2,148
42
$6.69M 0.6%
106,321
-377
43
$6.65M 0.6%
58,374
-1,260
44
$6.22M 0.56%
132,826
-181,274
45
$6.17M 0.55%
14,354
+970
46
$6.11M 0.55%
57,502
+21,462
47
$5.98M 0.54%
290,344
-125
48
$5.92M 0.53%
145,000
+3,026
49
$5.76M 0.52%
118,510
+17,700
50
$5.73M 0.51%
80,099
+23,877
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