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
$1.64B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$6.55M
3
+$3.37M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$3.31M
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$2.81M

Top Sells

1
+$13M
2
+$3.78M
3
+$2.52M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.51M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$2.4M

Sector Composition

1 Technology 11.77%
2 Industrials 5.72%
3 Consumer Staples 4.38%
4 Financials 3.7%
5 Healthcare 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.24M 0.08%
44,051
+4,325
227
$1.23M 0.08%
12,675
+281
228
$1.23M 0.07%
9,791
+644
229
$1.21M 0.07%
4,997
-2,646
230
$1.2M 0.07%
10,962
-459
231
$1.2M 0.07%
14,477
+3,767
232
$1.2M 0.07%
12,567
+358
233
$1.19M 0.07%
9,972
+4,156
234
$1.18M 0.07%
7,759
-2,486
235
$1.16M 0.07%
39,764
+5,470
236
$1.13M 0.07%
6,321
+1,525
237
$1.13M 0.07%
22,338
-902
238
$1.13M 0.07%
6,275
+117
239
$1.1M 0.07%
6,347
-2,866
240
$1.1M 0.07%
37,963
+9,845
241
$1.08M 0.07%
4,395
-95
242
$1.08M 0.07%
36,457
+3,679
243
$1.05M 0.06%
2,694
-296
244
$1.05M 0.06%
18,310
-2,095
245
$1.05M 0.06%
6,221
+981
246
$1.04M 0.06%
22,102
+1,464
247
$1.04M 0.06%
26,063
+544
248
$1.04M 0.06%
4,224
+775
249
$1.03M 0.06%
3,162
+10
250
$1.02M 0.06%
19,819
+458
8 9
10
11 12