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
51
$5.7M 0.51%
69,465
+5,595
52
$5.65M 0.51%
23,987
+957
53
$5.54M 0.5%
109,216
+8,118
54
$5.49M 0.49%
22,583
+1,779
55
$5.46M 0.49%
76,590
+5,745
56
$5.4M 0.48%
76,909
-30,691
57
$5.21M 0.47%
165,645
-694
58
$5.19M 0.47%
40,611
+5,187
59
$5.17M 0.46%
518,061
-475
60
$5.15M 0.46%
64,507
+5,622
61
$5.1M 0.46%
182,864
+13,650
62
$5.03M 0.45%
39,258
+27,260
63
$5.01M 0.45%
120,020
+10,971
64
$4.82M 0.43%
37,648
+3,717
65
$4.78M 0.43%
68,143
-1,474
66
$4.57M 0.41%
95,905
+1,016
67
$4.54M 0.41%
34,980
+2,820
68
$4.54M 0.41%
59,406
+9,260
69
$4.51M 0.4%
118,879
+13,370
70
$4.42M 0.4%
970,330
+11,812
71
$4.3M 0.39%
80,563
+6,131
72
$4.17M 0.37%
111,516
+14,568
73
$4.15M 0.37%
24,642
-1,918
74
$4.07M 0.36%
73,301
+39,845
75
$4.04M 0.36%
42,199
+6,960
1 2
3
4 5