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
351
$475K 0.03%
7,312
352
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16,441
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353
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14,670
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$407K 0.02%
27,918
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