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
251
$1.02M 0.06%
17,502
+1,126
252
$1.02M 0.06%
21,223
+475
253
$1.01M 0.06%
1,957
+51
254
$989K 0.06%
18,790
-8,372
255
$985K 0.06%
2,843
+12
256
$980K 0.06%
25,190
-4,900
257
$969K 0.06%
152,652
+22,030
258
$953K 0.06%
5,463
+306
259
$948K 0.06%
9,594
+3,557
260
$916K 0.06%
16,169
+1,702
261
$906K 0.06%
14,841
-468
262
$904K 0.06%
23,889
+7,990
263
$904K 0.06%
+40,641
264
$893K 0.05%
13,083
-14
265
$892K 0.05%
19,503
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266
$890K 0.05%
4,209
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267
$889K 0.05%
15,194
+2,231
268
$887K 0.05%
3,239
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269
$882K 0.05%
23,520
-114
270
$874K 0.05%
10,880
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271
$872K 0.05%
8,405
+311
272
$870K 0.05%
18,534
+154
273
$863K 0.05%
65,051
-203
274
$841K 0.05%
6,438
+3
275
$837K 0.05%
13,316
-1,243
9 10
11
12 13