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
376
$404K 0.02%
20,195
+4,077
377
$402K 0.02%
9,574
-1,474
378
$401K 0.02%
9,604
-193
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380
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28,350
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381
$398K 0.02%
13,393
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382
$397K 0.02%
6,124
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383
$397K 0.02%
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384
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2,311
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385
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19,751
+5,875
386
$390K 0.02%
21,597
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2,477
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1,476
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389
$379K 0.02%
3,034
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390
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393
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395
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396
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2,837
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397
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9,117
398
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1,312
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399
$354K 0.02%
7,850
-1,126
400
$349K 0.02%
17,995
+5,082
14 15
16
17 18