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
1
$42.1M 3.78%
111,102
+1,349
2
$37.4M 3.36%
2,378,002
+71,500
3
$31.6M 2.84%
2,179,540
+50,800
4
$28.8M 2.59%
210,748
+20,380
5
$27.9M 2.51%
1,342,152
+116,250
6
$25.5M 2.29%
144,797
+12,204
7
$25.5M 2.29%
99,194
+1,554
8
$23.2M 2.08%
1,190,528
+51,640
9
$21.7M 1.95%
907,998
+245,661
10
$21.7M 1.94%
884,365
+283,275
11
$21.2M 1.9%
168,875
-7,888
12
$21.1M 1.9%
207,827
-84,029
13
$19.6M 1.76%
136,340
+143
14
$17.2M 1.54%
228,275
-52,863
15
$15.1M 1.36%
105,548
-5,041
16
$13.3M 1.19%
312,101
+10,538
17
$13M 1.17%
259,636
+249,486
18
$12.4M 1.11%
235,952
-76,698
19
$12.1M 1.09%
55,310
+2,614
20
$11.8M 1.06%
81,356
+10,123
21
$11.8M 1.06%
313,987
-200
22
$11.7M 1.05%
459,231
+6,908
23
$11.2M 1.01%
401,053
+127,754
24
$11M 0.98%
55,714
-3,438
25
$10.1M 0.91%
158,868
-3,232
1
2 3 4 5