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
176
$938K 0.08%
11,648
-2,946
177
$933K 0.08%
9,883
-1,227
178
$930K 0.08%
62,442
-1,185
179
$925K 0.08%
4,337
-80
180
$922K 0.08%
9,550
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181
$919K 0.08%
4,665
-4
182
$892K 0.08%
13,109
+3,724
183
$886K 0.08%
+20,024
184
$860K 0.08%
9,516
+487
185
$857K 0.08%
16,390
-1,336
186
$854K 0.08%
+20,619
187
$848K 0.08%
76,186
+36,505
188
$827K 0.07%
40,149
-52,854
189
$816K 0.07%
10,539
+4,600
190
$816K 0.07%
+25,149
191
$809K 0.07%
9,477
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192
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2,193
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193
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11,365
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194
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8,735
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195
$762K 0.07%
15,060
-42,513
196
$755K 0.07%
12,831
+2,589
197
$753K 0.07%
14,929
+1,956
198
$737K 0.07%
8,439
-24,655
199
$721K 0.06%
6,455
+303
200
$720K 0.06%
2,221
-56
6 7
8
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