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
101
$2.78M 0.25%
26,113
-21,656
102
$2.77M 0.25%
35,844
+3,581
103
$2.71M 0.24%
+54,420
104
$2.63M 0.24%
55,600
+4,365
105
$2.58M 0.23%
33,643
-38,702
106
$2.54M 0.23%
60,804
-1,412
107
$2.5M 0.22%
48,644
-155
108
$2.49M 0.22%
547,350
+1,346
109
$2.34M 0.21%
48,808
+323
110
$2.34M 0.21%
69,756
+22,128
111
$2.31M 0.21%
8,235
-2,175
112
$2.27M 0.2%
19,048
-8,586
113
$2.26M 0.2%
35,733
+633
114
$2.14M 0.19%
21,635
-3,579
115
$2.14M 0.19%
74,219
-12,897
116
$2.11M 0.19%
22,469
+1,155
117
$2.1M 0.19%
5,577
+38
118
$2.07M 0.19%
24,516
-463
119
$2.04M 0.18%
12,050
+760
120
$1.93M 0.17%
55,231
-1,265
121
$1.9M 0.17%
82,940
+30
122
$1.84M 0.17%
6,707
+475
123
$1.81M 0.16%
49,045
+5,075
124
$1.8M 0.16%
22,448
-53,559
125
$1.79M 0.16%
51,823
+27,155
3 4
5
6 7