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
201
$710K 0.06%
1,494
+2
202
$697K 0.06%
1,357
-319
203
$685K 0.06%
12,730
+2,850
204
$678K 0.06%
8,075
-13,292
205
$677K 0.06%
19,123
+11,817
206
$676K 0.06%
25,030
-16,104
207
$674K 0.06%
2,558
+41
208
$667K 0.06%
28,281
+947
209
$666K 0.06%
3,065
+9
210
$661K 0.06%
8,638
-1,018
211
$634K 0.06%
28,570
-300
212
$633K 0.06%
22,097
+775
213
$632K 0.06%
24,543
+2,000
214
$632K 0.06%
5,049
+305
215
$627K 0.06%
+13,220
216
$627K 0.06%
2,036
-105
217
$626K 0.06%
29,421
+750
218
$610K 0.05%
8,445
+4,248
219
$599K 0.05%
15,671
+821
220
$594K 0.05%
7,090
+249
221
$585K 0.05%
3,275
-787
222
$572K 0.05%
6,839
+317
223
$571K 0.05%
5,255
-19
224
$571K 0.05%
7,509
+108
225
$563K 0.05%
9,313
-11,207
7 8
9
10 11