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
26
$12.4M 0.76%
71,962
-8,448
27
$12.1M 0.74%
26,367
+4,116
28
$12M 0.73%
68,663
-3,549
29
$11.8M 0.72%
259,757
-53,050
30
$11.4M 0.69%
244,668
+42,630
31
$11.3M 0.69%
77,056
+5,788
32
$11.3M 0.68%
+321,827
33
$11.2M 0.68%
326,748
+1,582
34
$11.2M 0.68%
56,526
-457
35
$11M 0.67%
272,898
-3,555
36
$11M 0.67%
90,284
+9,143
37
$10.9M 0.67%
80,251
+17,998
38
$10.9M 0.66%
57,178
-1,916
39
$10.8M 0.66%
26,748
+1,090
40
$10.5M 0.64%
62,660
-1,876
41
$10.2M 0.62%
224,024
+2,195
42
$10M 0.61%
348,765
+4,683
43
$9.99M 0.61%
452,231
+16,766
44
$9.98M 0.61%
1,104,452
-1,822
45
$9.85M 0.6%
84,058
-198
46
$9.62M 0.59%
51,613
+272
47
$9.45M 0.57%
323,767
-6,861
48
$9.45M 0.57%
17,902
+1,412
49
$9.05M 0.55%
53,198
-580
50
$8.89M 0.54%
174,111
-15,050
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