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
151
$1.37M 0.12%
90,140
+1,730
152
$1.3M 0.12%
21,050
+1,535
153
$1.3M 0.12%
606
+68
154
$1.3M 0.12%
22,063
+3,826
155
$1.28M 0.12%
23,252
+4,604
156
$1.24M 0.11%
9,075
+337
157
$1.21M 0.11%
8,879
-350
158
$1.21M 0.11%
39,766
+9,282
159
$1.2M 0.11%
57,008
-19,211
160
$1.19M 0.11%
+33,710
161
$1.18M 0.11%
+18,942
162
$1.18M 0.11%
5,735
-71
163
$1.17M 0.11%
42,852
+12,907
164
$1.15M 0.1%
116,860
+26,869
165
$1.14M 0.1%
11,048
-2,868
166
$1.09M 0.1%
5,888
-68
167
$1.08M 0.1%
23,624
-235
168
$1.06M 0.1%
54,046
+4,989
169
$1.05M 0.09%
39,169
+7,547
170
$1.03M 0.09%
5,482
+24
171
$1.01M 0.09%
16,949
+358
172
$1.01M 0.09%
7,765
-238
173
$970K 0.09%
14,702
+5,219
174
$949K 0.09%
6,724
+3,438
175
$947K 0.09%
14,034
5 6
7
8 9