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
76
$4.03M 0.36%
+147,546
77
$4.01M 0.36%
96,229
+13,810
78
$4M 0.36%
+80,673
79
$3.96M 0.36%
90,918
-37,358
80
$3.93M 0.35%
42,367
+3,065
81
$3.74M 0.34%
16,783
-144
82
$3.7M 0.33%
119,655
-66,139
83
$3.61M 0.32%
13,219
+118
84
$3.55M 0.32%
39,107
+3,994
85
$3.51M 0.31%
16,886
-33
86
$3.45M 0.31%
82,885
+10,184
87
$3.43M 0.31%
9,882
-1,190
88
$3.39M 0.3%
20,772
+2,206
89
$3.28M 0.29%
44,593
-2,824
90
$3.27M 0.29%
14,377
+531
91
$3.21M 0.29%
85,854
-1,295
92
$3.2M 0.29%
26,957
-1,067
93
$3.13M 0.28%
17,843
+351
94
$3.12M 0.28%
15,856
+481
95
$3.06M 0.28%
66,599
+2,831
96
$3.05M 0.27%
42,076
+2,476
97
$3.02M 0.27%
37,900
-168
98
$2.96M 0.27%
59,314
-64,205
99
$2.84M 0.25%
67,300
+1,492
100
$2.84M 0.25%
11,491
-6,418
2 3
4
5 6