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
401
$348K 0.02%
+3,279
402
$348K 0.02%
1,326
-41
403
$345K 0.02%
3,588
-401
404
$343K 0.02%
2,531
-448
405
$342K 0.02%
4,643
+1
406
$342K 0.02%
11,533
-1,228
407
$340K 0.02%
17,177
408
$339K 0.02%
8,684
+9
409
$339K 0.02%
7,454
+129
410
$336K 0.02%
589
411
$331K 0.02%
9,020
+4,886
412
$328K 0.02%
2,027
+10
413
$327K 0.02%
16,898
+113
414
$326K 0.02%
+14,883
415
$326K 0.02%
11,190
-44
416
$325K 0.02%
5,758
+13
417
$325K 0.02%
6,687
418
$325K 0.02%
5,126
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419
$322K 0.02%
6,272
-172
420
$321K 0.02%
7,451
-297
421
$321K 0.02%
4,116
-10
422
$316K 0.02%
2,101
+1
423
$315K 0.02%
6,466
+225
424
$313K 0.02%
1,801
+225
425
$311K 0.02%
+11,551
15 16
17
18 19