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
$1.96B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$38.8M
2
+$14.6M
3
+$12.5M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$11.8M
5
HD icon
Home Depot
HD
+$9.53M

Top Sells

1
+$10.8M
2
+$8.48M
3
+$7.06M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$6.88M
5
SJM icon
J.M. Smucker
SJM
+$6.03M

Sector Composition

1 Technology 14.2%
2 Industrials 5.59%
3 Consumer Discretionary 4.04%
4 Financials 3.61%
5 Consumer Staples 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FNCL icon
526
Fidelity MSCI Financials Index ETF
FNCL
$2.34B
$225K 0.01%
3,036
PDI icon
527
PIMCO Dynamic Income Fund
PDI
$7.78B
$225K 0.01%
11,840
+249
VYMI icon
528
Vanguard International High Dividend Yield ETF
VYMI
$12.4B
$224K 0.01%
+2,800
ACN icon
529
Accenture
ACN
$154B
$224K 0.01%
748
-30
DVY icon
530
iShares Select Dividend ETF
DVY
$21B
$223K 0.01%
1,683
+135
XMMO icon
531
Invesco S&P MidCap Momentum ETF
XMMO
$6.01B
$223K 0.01%
+1,737
ARKB icon
532
ARK 21Shares Bitcoin ETF
ARKB
$1.77B
$220K 0.01%
+6,157
SFLR icon
533
Innovator Equity Managed Floor ETF
SFLR
$1.08B
$220K 0.01%
+6,554
ACWX icon
534
iShares MSCI ACWI ex US ETF
ACWX
$7.03B
$220K 0.01%
+3,608
ZROZ icon
535
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.76B
$219K 0.01%
3,265
-2,820
SOXL icon
536
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$15.9B
$219K 0.01%
8,712
-1,539
MCO icon
537
Moody's
MCO
$87.6B
$215K 0.01%
+429
VFLO icon
538
VictoryShares Free Cash Flow ETF
VFLO
$6.35B
$215K 0.01%
+6,071
VKTX icon
539
Viking Therapeutics
VKTX
$3.89B
$215K 0.01%
8,097
-5,077
SFNC icon
540
Simmons First National
SFNC
$2.59B
$214K 0.01%
11,296
VXF icon
541
Vanguard Extended Market ETF
VXF
$24.9B
$213K 0.01%
+1,105
BNOV icon
542
Innovator US Equity Buffer ETF November
BNOV
$135M
$212K 0.01%
+5,142
CRDO icon
543
Credo Technology Group
CRDO
$26.9B
$212K 0.01%
+2,287
PDP icon
544
Invesco Dorsey Wright Momentum ETF
PDP
$1.39B
$212K 0.01%
+1,950
CCI icon
545
Crown Castle
CCI
$42.9B
$211K 0.01%
2,057
-96
ZSEP
546
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$144M
$210K 0.01%
8,130
RIO icon
547
Rio Tinto
RIO
$115B
$210K 0.01%
+3,602
ADI icon
548
Analog Devices
ADI
$117B
$210K 0.01%
+882
RDVI icon
549
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$2.34B
$210K 0.01%
+8,480
XLB icon
550
Materials Select Sector SPDR Fund
XLB
$5.5B
$208K 0.01%
+2,364
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