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
126
$1.78M 0.16%
19,580
-1,987
127
$1.75M 0.16%
27,982
+1,800
128
$1.71M 0.15%
18,750
+1,840
129
$1.7M 0.15%
36,580
-30,133
130
$1.64M 0.15%
27,405
+442
131
$1.63M 0.15%
15,000
+1,100
132
$1.61M 0.14%
9,996
+995
133
$1.61M 0.14%
51,660
+10,073
134
$1.55M 0.14%
16,429
-292
135
$1.54M 0.14%
19,288
136
$1.54M 0.14%
14,040
+2,180
137
$1.52M 0.14%
9,473
+3,137
138
$1.51M 0.14%
8,685
-1,362
139
$1.5M 0.13%
9,009
+290
140
$1.49M 0.13%
43,284
-7,293
141
$1.48M 0.13%
21,026
+2,424
142
$1.46M 0.13%
+28,125
143
$1.44M 0.13%
15,768
+8,040
144
$1.42M 0.13%
58,790
+14,935
145
$1.42M 0.13%
29,622
-27,249
146
$1.41M 0.13%
84,218
+3,088
147
$1.41M 0.13%
9,191
+57
148
$1.4M 0.13%
39,325
149
$1.39M 0.12%
6,180
+576
150
$1.37M 0.12%
4,347
-202
4 5
6
7 8